NYSSCPA Tax and Financial Planning for Individuals Conference

Tracy McLaughlin will co-present as part of the session “Using Charitable Trusts for Estate and Income Tax Savings.” This presentation will offer practical guidance on charitable planning opportunities under recent tax law changes, tax reporting requirements, and optimization of charitable deductions. The session will compare Charitable Remainder Trusts and Charitable Lead Trusts, including the effects of rising interest rates, and will address strategic asset selection and compliance considerations.

The NYSSCPA Tax and Financial Planning for Individuals Conference delivers timely federal and tri-state updates, advanced retirement and Social Security strategies, and sophisticated gifting and charitable planning techniques for practitioners. Designed for CPAs, tax attorneys, financial advisors, and family office professionals, the program provides powerful compliance and planning tools to enhance client service and professional practice.