Jennifer M. Boll, Esq.
Partner, Harris Beach Murtha
We will review the tax and planning benefits and pitfalls associated with
various irrevocable trusts commonly used in estate planning. We will also
review the grantor trust rules along with the fiduciary income tax
treatment of non-grantor trusts.
Fri. Feb. 6, 2026; Noon – 2PM
Co-sponsors: Tech Valley IMA & University at Albany Dept. of Accounting/Law
Virtual Meeting on ZOOM
This will be a live presentation with attendee participation.
Please RSVP before Wed. (2/4) at 6PM
to markhughesphd@yahoo.com
to have the ZOOM link emailed to you.
No Registration Fee Required
CPE Information
Credits: 2
Field of Study: Taxation
CPE Sponsor: Tech Valley Chapter IMA
NYS CPE Sponsor ID: No. 003043
PLEASE NOTE: We can only offer CPE for NYS-licensed CPAs. All CMAs are CPE eligible.
2_06_26_CPE_Flyer.pdf