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Membership

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Trust and Estate Administration


Chair: Benjamin M. Lehrhoff
Firm: Bernstein Private Wealth Management
Member of: Manhattan/Bronx Chapter
 

Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

NameFirmChapter
Xiomara Fox
Staff Liaison
New York State Society of CPAs Westchester
Benjamin M. Lehrhoff
Chair
Bernstein Private Wealth ManagementManhattan/Bronx
Melissa A. Abbott Raich Ende Malter & Company LLP Manhattan/Bronx
Richard H. Bader Janover LLCManhattan/Bronx
Warren M. Bergstein Adelman, Katz & Mond LLPManhattan/Bronx
Mark S. Brownstein My Elder AdvocateRockland
Jie Chen
40 North IndustriesManhattan/Bronx
Mei-jen Chu
PKF O'Connor Davies, LLPManhattan/Bronx
Bruce K. Cole Darla Moore School of BusinessOut-of-State
Karen G. Deane Michael Lee & CompanyQueens/Brooklyn
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Join This Committee

About the Trust and Estate Administration Committee

Committee Action Plan

Who we are:

The Trust and Estate Administration Committee is to be a resource to NYSSCPA members regarding estate and gift taxes, fiduciary income taxes and fiduciary accounting. The Committee addresses compliance issues and planning strategies.

What we do:

The Committee provides the following technical, educational and networking activities:

  • Addresses technical questions from NYSSCPA members
  • Provides a liaison between the NYSSCPA and other professional groups
  • Monitors Federal and State legislation and regulatory guidance relating to transfer and income tax matters
  • Conducts educational conferences/technical sessions
  • Provides the opportunity to comment upon exposure drafts for new standards, pronouncements and reimbursement issues as well as implementation and interpretative guidance
  • Affords networking opportunities at Committee meetings and conferences
  • Disseminates information through articles in the "CPA Journal," "The Trusted Professional," the "TaxStringer" and other media.

Who should join:

All categories of NYSSCPA members who have expertise in or who desire to increase their knowledge in the trusts and estates field.