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Postmortem heilborn

POST-MORTEM TAX PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 6, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Enrolled Agents, Estate Planning, Women in Accounting
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stephanie Heilborn

Proskauer Rose LLP
Partner
[email protected]
(212) 969-3679

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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

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The world's leading organizations and global players choose Proskauer to represent them when they need it the most. With one of the largest global client rosters, you can be confident you will be in good company and represented by the best minds in the business.

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.