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Membership

 

Trust and Estate Administration

 

Committee Members

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

NameFirmChapter
Anthony F. Rappa
Chair
Prager Metis CPAs LLCManhattan/Bronx
Melissa A. Abbott Citrin Cooperman LLPManhattan/Bronx
Imran Baig
Fastclose.aiManhattan/Bronx
Warren M. Bergstein Adelman Katz & Mond LLPManhattan/Bronx
Shari E. Berk S. E. Berk CPA P.C.Rockland
Jie Chen
UHY LLPManhattan/Bronx
Magdalena Czerkies
Prager Metis CPAs LLCQueens/Brooklyn
Scott M. Davis Davis Ward & Hochman LLPQueens/Brooklyn
Karen G. Deane Unknown Accounting FirmQueens/Brooklyn
Sandra DelValle
SD Legal Prep LLCMid-Hudson
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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 Committeee is to be a resource to NYCPA 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 NYCPA members
  • Provides a liaison between the NYCPA 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 The CPA Journal, The Trusted Professional, 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.