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Membership

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Trust and Estate Administration

 

Committee Members

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

NameFirmChapter
Kevin Matz
Chair
ArentFox Schiff LLPManhattan/Bronx
Perry A. Shulman
Vice Chair
Perry A. Shulman, CPA Nassau
Melissa A. Abbott Berdon LLP Manhattan/Bronx
Richard H. Bader Unknown Accounting FirmManhattan/Bronx
David M. Beck David Beck, CPASuffolk
Warren M. Bergstein Adelman Katz & Mond LLPManhattan/Bronx
David S. Bigelow IV Fiduciary Trust Company InternationalWestchester
Jie Chen
UHY LLPManhattan/Bronx
Mei-jen Chu
PKF O'Connor Davies, LLPManhattan/Bronx
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.