CPA - medium firm
CPA - large firm
Other
This session, lead by Stephanie Heilborn, a Partner at Proskauer Rose LLP, will discuss important tax-saving techniques and timelines to be aware of during an estate administration.
Learning Objectives:
- Learn how to take advantage of tax-saving opportunities after death
- Learn which deadlines the tax preparer must be aware of
Prerequisites: Basic knowledge of how to plan and implement tax strategies for your clients
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."
FREDERICK B MUNSON (ACCOUNTING SERVICES)
"THE Presenter STEPHANIE HEILBORN was a GOOD Narrator of The topic of disclaimers,picking an adequate Tax year, a Portability of the Survivor Spouses Ability to Make Gift after Receiving Her Spouses Assets & Income.Also, The SpeciaL METHODS of ESTATE Valuation after DEATH."
Sharon Picolo (Tax Advisory Services LLC)
"Stephanie Heilborn was one of the best presenters I've ever had in a CPE session. So very knowledgeable and great presenter. I'd love to attend other sessions done by her including longer versions of this Post-Mortem Tax Planning webcast. Excellent CPE!"
Matthew Wright (MJW Services, LLC)
"This was a great presentation and included relevant updates based on recent changes in the tax law. The presenter was very knowledgeable and did a great job answering participant questions."
Robert Slowik (Robert A Slowik PA EA CFP)
"For me this was the first webinar by Stephanie and it won't be the last. Her presentation and ancillary materials are among the best.."
STUART CHARNEY (Stuart Charney)
"Very well presented both in content and delivery Sorry this is late. I had to go out right after the presentation"
Peter Trapani (WSDD CPA's, LTD.)
"very interesting presentation. covered lots of information in short period of time"
STEPHEN JORDAN (STEPHEN B JORDAN EA)
"Ms. Heilborn is very eloquent, articulate and smart lady. Totally awesome!"
Stephanie Heilborn
Proskauer Rose LLP
Partner
sheilborn@proskauer.com
(212) 969-3679
Stephanie Heilborn counsels some of the world’s wealthiest families and largest financial institutions in the implementation of complex tax-planning strategies, international estate planning and trust administration as well as fiduciary litigation. She assists in the formation and provision of corporate tax advice to private foundations and other tax-exempt organizations. She also has experience in forming and advising domestic and international family offices regarding estate and tax planning. Stephanie obtained her undergraduate degree in psychology from Harvard University in 1995, a Master of Science degree in Management from the London School of Economics in 1996 and her JD from Georgetown University Law Center in 2000.
About Our Presenter
725 strong, our top tier team of star trial attorneys, acclaimed transactional lawyers and exceptionally talented partners and associates have earned a reputation for the relentless pursuit of perfection and a dauntless pursuit of success.
Business savvy and market driven, our intellectual capital drives success. We are proud of our many achievements across a full spectrum of transactional and contentious practices. We secure victories, help build businesses and set precedents.
Proskauer was founded on the same bedrock values that hold true today. Hard work, mutual respect, cooperation, integrity and an unwavering dedication to client service are as integral now as when our doors first opened in 1875.
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