October 17, 2023

NYU SPS Division of Programs in Business to Host Annual Institute on Federal Taxation in New York and California

NEW YORK, October 17, 2023 - The NYU School of Professional Studies Division of Programs in Business will host its 82nd Annual NYU Institute on Federal Taxation (IFT) at the Westin New York at Times Square on October 22-27, 2023, as well as the Fairmont Hotel’s Claremont Club & Spa in Berkeley, California on November 12-17, 2023.

Designed for professionals who handle federal tax matters, the IFT provides high-level updates and practical advice that can be implemented immediately into practice, and in-depth analysis of the latest trends and developments from leading experts in the field.

Attendees receive the latest information on standards of practice, as well as forecasts from leaders in the field, including discussions of recent and pending US Treasury guidelines; an analysis of legislation enacted, considered, and pending in the current congressional session; and the continuing issues arising from the proliferation of work-from-home programs. Participants qualify for CPE and CLE credits.

This year’s New York and California events will cover a broad range of topics in a series of sessions and panel discussions, including:

  • Current Developments
    • Legislative Update
    • The Treasury Agenda
  • Tax Controversies
    • From the Experts: Tax Controversy and Tax Litigation - Civil & Criminal Tax Update
  • Executive Compensation & Employee Benefits
    • Back-To-The-Office Incentives
    • Executive Compensation in the Cross-Hairs: Proposals Affecting Executive Compensation
  • International Tax
    • The Corporate Transparency Act - Dealing with the New World of Beneficial Ownership and Control Disclosure
    • Planning for Foreign Investment in US Real Estate
    • The Revised US Foreign Tax Credit - What Once Was My No Longer Be
    • International Mergers and Acquisitions: US Tax Considerations and Planning Techniques
  • Evening Session: Fundamentals of Corporate Tax
  • Corporate Tax
    • S Corporations - Not So Simple In Practice
    • Public M&A Market Update
    • Moore v. United States - The Supreme Court to Weigh In On Fundamental US Tax Principles
    • Troubled Companies - Pitfalls and Opportunities
    • Hot Topics in Corporate Tax and Innovative Transactions
  • Evening Session: Fundamentals of Partnership and Real Estate Taxation
  • Partnerships, LLCs, and Real Estate
    • Hot Topics in Partnership and Real Estate Taxation: Legislative and Regulatory Developments
    • Planning to Utilize the Inflation Reduction Act Tax Credits
    • Hot Like-Kind Exchange Issues
    • Dealer v. Investor: How To Identify and Why It Matters
    • Tax Planning For The Disposition of Partnership Interests
    • Partnership Capital Shifts: How To Identify Them, How To Avoid Them
    • Leasing Issues In A Troubled Real Estate Climate
  • Closely-Held Businesses
    • Subchapter S - A Discussion of the Not-So-Obvious
    • Transactional Considerations Under BBA Audit Rules
    • Transactions Involving Self-Employment Tax Issues: How to Plan to Present Your Case In the Event of IRS Challenge
    • Trust Basis and Promissory Notes: The Grantor Trust In Life and At Death
    • Choosing Among Vehicles for Charitable Giving By High Net-Worth Individuals: What About The Private Foundation or Donor Advised Fund?
    • Mergers and Acquisitions of Closely-Held S and C Corporations in Private Equity, Up-C, and Domestic and Cross Border SPAC Transactions
  • Evening Session: How Far Can You Go? Ethical and Penalty Issues In Everyday Tax Practice
  • Trusts and Estates
    • Current Developments in Estate Planning and Taxation
    • Charitable Gifts - Paying Life Income, Savings Taxes and Doing Good
    • Secure Act And Secure 2.0 - What You Need To Know to Help Your Clients
    • Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning But Were Afraid To Ask
    • Everything You Have Wanted To Know About Life Insurance Policies, But Were Afraid To Ask
    • The Arthur D. Sederbaum Memorial Lecture: Family Limited Partnerships And Other Closely-Held Entities - The Continuing Saga

View the current agendas for the 82nd Annual NYU Institute of Federal Taxation in New York and California.

This year’s sponsors include:

  • Gold Sponsors
    • Cooley
    • Lexis Nexis
  • Silver Sponsors:
    • Caplin & Drysdale
    • Fox Rothschild LLP
    • Hochman Salkin Toscher Perez PC
    • Kostelanetz LLP
    • KPMG
    • Skadden

For information on becoming a Tax Conference Sponsor or exhibiting at the Conferences, please contact Kathleen Costello at (212) 992-3320 or sps.tax@nyu.edu.

If you are a member of the media who would like to report on the sessions, please contact Michael DeMeo at michael.demeo@nyu.edu.

About the NYU SPS Department of Finance and Taxation Program
The NYU SPS Department of Finance and Taxation Program has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in New York. The NYU School of Professional Studies Department of Finance and Taxation Program is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

NYU School of Professional Studies
For nearly 90 years, the NYU School of Professional Studies (NYU SPS) has been a deeply respected institution of higher education grounded in applied learning. From its early years, training returning World War II veterans to fulfill the nation’s urgent need for skilled technical workers, it has evolved into a professional education powerhouse that offers 21 graduate degrees, 14 bachelor’s degrees for traditional and degree completion students, four associate degrees, and a plethora of continuing education courses and credentials.

Home to some of the largest and most prestigious industry conferences in the world, including the NYU SPS Institute on Federal Taxation, the Schack Institute of Real Estate’s Capital Markets Conference, REIT Symposium, and National Symposium of Women in Real Estate; the Jonathan M. Tisch Center’s International Hospitality Industry Investment Conference, and the NYU Coaching and Technology Summit, the School’s invaluable connections to industry leaders is a truly distinguishing factor in the education that it provides. Through career development services and resources provided by the NYU Wasserman Center for Career Development at NYU SPS, guest lecturers, site visits, participation in numerous conferences and events, and Global Field Intensives, students benefit from an NYU education that will set them apart. In addition, they have the opportunity to learn from and network with more than 41,000 NYU SPS alumni who live, work, and contribute to innovation in industries around the world. To learn more about NYU SPS, visit sps.nyu.edu.


Michael DeMeo