Wilmington Trust Philanthropic Speaker Series
December 17, 2019
Wilmington Trust OfficesNew York, NY
Tax Partner Avery E. Neumark will be a presenter at The Wilmington Trust Philanthropic Speaker Series entitled “Gift Planning Update in an Era of Tax Reform,” which will focus on retirement plan gifts.
Featured Speakers
Upcoming Events
Past Events
- 18th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing
January 19 – 21, 2022 - NYSSCPA 44th Annual Nonprofit Conference
January 13, 2022
8:30 AM – 5:00 PM EST - Business Valuation & Financial Litigation Super Conference
December 13-17, 2021 - Accountants Club of America: Marketing – The Engine That Drives Fast-Growing Companies
December 9, 2021
8:30 AM EST - Accounting & Finance Show 2021
December 7-8, 2021
9:00 AM – 5:00 PM EST - Commercial Observer’s National Life Science Forum
December 1, 2021
11:00 AM EST - Virtual Seminar: How Life Sciences Can Drive NYC’s Real Estate Reinvention
November 18, 2021 - NYSSCPA Downstate Chapter Accounting And Auditing Conference Webinar
November 12, 2021
8:30 – 4:30 PM EST - NYSSCPA Digital Assets Committee Presents On Taxation Of Digital Assets
November 8, 2021
9:00 AM – 12:10 PM EST - Restaurant Finance & Development Conference
November 8-10, 2021 - Webinar: Gift and Estate Planning and Valuations in 2021
October 26, 2021
2:00 –3:00 PM EST - New York Nonprofit Media’s Second Annual Virtual Nonprofit Checkup
October 21, 2021
1:00 – 4:05 PM EST - Annual Nonprofit Industry Update Virtual Seminar
October 7, 2021 - Virtual Workshop: BAB Accelerate Workshop for US Inbound Companies
October 1, 2021
10:00 – 10:45 AM EST - How Jewelers Can Maximize Federal Resources To Thrive Post-Pandemic
September 23, 2021
1:00 – 2:00 PM EST - Virtual Webinar Course: Mastering Form 990 Schedule G
September 21, 2021
1:00 – 2:50 PM EST - Nonprofit Executive Compensation: The Governance and Compliance Rules that Affect It
September 21, 2021
11:00 AM – 12:00 PM EST - 2021 Compliance Supplement and Single Audit Update Tech Session
September 1, 2021 - Tax Advantage Pandemic Relief Programs: Listen, Leverage, Monetize
August 5, 2021
1:00 PM EST - Opal Group Family Office & Private Wealth Management Forum 2021
July 19-21, 2021 - INDIE Confab Philadelphia 2021
July 12-13, 2021 - NYGFOA’s 2021 Virtual Annual Conference
July 8-29, 2021
12:30 – 4:00 PM EST - Transfer Pricing for Intangibles in a post-BEPS Era
June 28, 2021
10:00 – 11:30 AM EST - AICPA’s Three Proposed Standards Affect Management for CPA Firms
June 25, 2021
1:15–2:15 pm EST - Single Audit and Government Auditing Standards Update
June 24, 2021
8:00 – 4:00 PM EST - IAC 2021 Virtual Conference: Opportunities from Crisis - Designing a New Future
June 22-24, 2021
8:30 – 3:15 PM EST - National Women’s Forum: Innovations Powered by Women
June 17, 2021
11:00 – 11:45 AM EST - NYSSCPA Employee Benefits Conference Webcast
June 3, 2021
8:30 – 5:00 PM EST - Audit Talks Live 2021
June 1, 2021
11:30 – 12:00 PM EST - Applying the Uniform Guidance in Your Single Audits
May 27, 2021
9:00 – 5:00pm EST - State Residency and Taxation: Keys to Avoiding Tax Consequences
May 26, 2021
1:30–2:30 pm EST - Plan Well, Live Well
May 25, 2021
11:00 – 12:00 PM EST - Valuation: Minority and Illiquidity Discounts
May 5, 2021
3:00 – 4:00 PM EST - Heckerling Institute on Estate Planning
May 3-6, 2021 - JCCs of North America ProCon 2021
April 27-29, 2021 - The New Landscape of Artificial Intelligence and Cybersecurity
April 20, 2021 - Business Council of Westchester “Ask the Experts”
April 19, 2021
9:00 AM EST - The American Rescue Plan Act: What You Need to Know
April 7, 2021
2:00 – 3:00 PM EST - Nonprofit BoardCon
March 18, 2021
1:00 PM EST - A Primer on Nonprofit Formation, Governance, Accounting and Regulation
March 18, 2021 - Real Estate Women's Forum
March 4, 2021 - Gift and Estate Planning and Valuations In 2021
February 24, 2021 - COVID Relief for Business Owners: What to Know Now
February 23, 2021 - Important Tax Changes Affecting The Real Estate Industry
February 10, 2021
1:00 – 2:00 PM EST - NYSSCPA Annual Nonprofit Conference Summary & Recap
February 3, 2021
9:00 – 9:50 AM EST - Alzheimer’s Association Accounting Industry Leadership Council Research Symposium
January 26, 2021
2:00 – 3:00 PM EST - Understanding Your Organization’s New Normal Through Analytics
January 15, 2021
8:30 – 9:30 AM EST - PPP Roundtable Discussion
January 14, 2021 - 43rd Annual Nonprofit Conference (Government Track)
January 14, 2021
8:30–5:00 pm EST - Long Island Real Estate: Executive Outlook in 2021
January 13, 2021
2:00 – 3:00 PM EST - Tax Saving Strategies for Manufacturers
January 13, 2021
8:00 – 10:00 AM EST - New Year, New Stimulus Bill: Live Webinar on Latest COVID Relief Legislation
January 7, 2021
2:00 – 3:00 PM EST - The State of Real Estate: The Path Forward in a Post Pandemic World
January 5, 2021 - NYSSCPA Exempt Organizations Conference Webcast
December 15, 2020
12:50–5:10 pm EST - End-of-Year Tax Planning in the COVID-Era
December 9, 2020 - Nonprofit Executives’ Workshop
December 4, 2020 - NJCPA Nonprofit Conference
December 3, 2020 - Challenges and Changes Amid the Pandemic: Preparing Clients to Respond
December 3, 2020 - Commercial Observer Innovators Forum & Awards
December 1, 2020 - NYNMedia’s Virtual Nonprofit CheckUp
November 24, 2020 - NYSSCPA Downstate Chapters Accounting and Auditing Conference Webcast
November 23, 2020 - Transatlantic Finance Forum 2020
November 16-19, 2020 - Fall Virtual Opportunity Zone Expo
November 12-13, 2020 - Restaurant Finance Week
November 9-13, 2020 - COVID-19: The Impact on Your State Residency and Taxation
November 9, 2020 - Business Council of Westchester's Annual Dinner
November 9, 2020 - New York Real Estate State of the Market Virtual Seminar
November 4, 2020 - 2020 Compliance Supplement Tech Session Teleconference
November 4, 2020 - National Women in Commercial Real Estate Finance & Development Forum
October 29, 2020 - Best of the Bar: Philadelphia’s Top Lawyers
October 29, 2020 - Global Taxation Summit 2020
October 29, 2020 - Assess the Financial Health of your Organization with Data Science
October 28, 2020 - Financial Predictions and Perspectives on How Election Outcomes May Impact Nonprofits
October 22, 2020 - 2020 Accounting & Finance Show
October 20, 2020 - Post-G20 Summit Update on EU and US Tax Regulations
October 15, 2020 - New Tax Law Changes and Year-End Planning Opportunities
October 13, 2020 - 5th Annual Nonprofit Industry Update Seminar
October 7, 2020 - Nonprofit Leadership Summit – United Way of Westchester and Putnam
October 5-9, 2020 - New York Multifamily Summit Online Conference
October 1, 2020 - Ready to Restart: How Restaurants Are Preparing for the Future
September 29, 2020 - Qualified Opportunity Funds, Opportunity Zones and ESG Investing Conference Webcast
September 17, 2020 - Ready to Restart: Maximizing PPP Loan Forgiveness
August 5, 2020 - Private Foundations: Making Nontraditional and Foreign Grants in Compliance With IRS Regulations
August 4, 2020 - Ready to Restart: Main Street Lending Program Update
July 16, 2020 - Ready to Restart: Remote Work and Cybersecurity During COVID-19
July 1, 2020 - Webinar - Governmental Accounting & Auditing Conference
June 25, 2020 - Ready to Restart: The Lasting Impact of Public Policy Initiatives Enacted Under COVID-19
June 24, 2020 - AICPA Not-for-Profit Industry Conference
June 22-24, 2020 - Ready to Restart: The New Office Space
June 17, 2020 - COVID-19 Nonprofit Leaders Roundtable: Operations, Funding and Recovery
June 16, 2020 - Supply Chain: Disruption and Recovery
June 11, 2020 - Ready to Restart: Assessing the Financial Health of Your Business
June 10, 2020 - Employee Benefits Conference Webcast
June 4, 2020 - Ready to Restart: Considerations for Reopening Your Business
June 3, 2020 - Morison KSi North American Virtual Conference
May 28, 2020 - Not-for-Profit Entities: 2020 Audit Risk Alert
May 27, 2020 - SBA Paycheck Protection Program: New Guidelines on Loan Forgiveness
May 27, 2020 - AICPA Employee Benefit Plans Accounting, Auditing and Tax Online Update
May 4 -5, 2020 - SBA Paycheck Protection Program: Post-Application Planning
April 28, 2020 - CONNECT CFO Virtual Summit
April 28, 2020 - Webinar - Deconstructing Development: Nonprofit Budgets, Projections and Accounting
April 24, 2020 - NYSSCPA Not-For-Profit Town Hall Teleconference
April 24, 2020 - COVID-19 Nonprofit Leaders Roundtable
April 23, 2020 - Live Chat — Decoding the COVID-19 Stimulus Package With Sibi Thomas
April 15, 2020 - Webinar - Financial Resilience in a Time of Crisis
April 13, 2020 - Supply Chain: Logistics, Disruption and Recovery
April 9, 2020 - Webinar - Navigating the New Financial, Legal and HR Landscape
April 7, 2020 - Navigating the CARES Act for Nonprofit Leaders
April 3, 2020 - Managing the Workforce During a Pandemic
April 2, 2020 - Opportunities & Positive Lessons in a Challenging Time
April 2, 2020 - Proposed OMB Changes to Uniform Guidance - NYSSCPA Tech Session Teleconference
April 1, 2020 - SBA Paycheck Protection Program: Pre-application planning for small businesses
March 31, 2020 - Comprehensive Pandemic Response
March 26, 2020 - Business Continuity Briefing: Pandemic Preparedness
March 19, 2020 - Business Continuity Briefing: Pandemic Preparedness
March 17, 2020 - Family Office Winter Forum 2020
March 3, 2020 - 9th Annual Real Estate Women's Forum
February 27, 2020 - New York Construction & Development Forum
February 27, 2020 - Small Business Success: A Winning Financial Plan for Optimal Growth
February 26, 2020 - Strafford Webinar: Correcting Common Form 990 Errors
February 25, 2020 - Claiming the R&D Tax Credit for Your Business
February 11, 2020 - IMN 3rd Annual Middle Market – Multifamily Forum
February 6, 2020 - IMN Winter Forum on Real Estate Opportunity & Private Fund Investing
January 22-24, 2019 - NYSSCPA Annual Nonprofit Conference
January 16, 2020 - Heckerling Institute on Estate Planning
January 13-17, 2020 - TCJA Updates and the Impact on Nonprofits, Donors and Beyond
December 19, 2019 - Responsible 100 Awards Luncheon
December 18, 2019 - 2019 Nonprofit Symposium
December 17, 2019 - Exempt Organizations Conference
December 17, 2019 - Tax Executives Institute Annual Tax Symposium
December 12, 2019 - Global Institutional Real Estate Investor Forum
December 11-12, 2019 - NYGFOA Long Island Holiday Seminar
December 10, 2019 - 2019 Changemakers of New York
December 10, 2019 - Qualified Intermediary Conference
December 9-10, 2019 - NJCPA Nonprofit Conference
December 5, 2019 - Innovators Forum NYC
December 3, 2019 - Audit Talks - LIVE
December 3-4, 2019 - 914INC. Women in Business Awards Luncheon
November 21, 2019 - NYSSCPA Nassau Chapter Real Estate Committee Meeting
November 12, 2019 - Greater Philadelphia Chapter Annual Tax Conference
November 11, 2019 - Restaurant Finance and Development Conference
November 11-13, 2019 - Getting Ahead in the New Global Tax World
November 7, 2019 - Best of the Bar: Philadelphia’s Top Lawyers
October 29, 2019 - Global Tax Reporting Symposium
October 24, 2019 - Form 990 Challenges for Tax Advisers to Nonprofit Entities
October 24, 2019 - Trade Talk at Rockefeller Center
October 10 - Annual Nonprofit Industry Update Seminar
October 3, 2019 - Long Island C-Suite Breakfast
September 25, 2019 - TEDxBroadway
September 24, 2019 - RETHINK Office: New York
September 17, 2019 - NYN Media's 2019 Nonprofit Checkup
September 12, 2019 - JBN Business Breakfast
September 12, 2019 - 914INC. Best of Business Awards
September 12, 2019 - Data Analytical Tools for Better Decision Making, Fraud Detection & Enhanced Fundraising Activities
September 11, 2019 - 501(c) Services Mid-Year Nonprofit Accounting Update
August 13, 2019 - Family Office & Private Wealth Management Forum
July 22-24, 2019 - Qualified Opportunity Zones and Tax Credits
July 18, 2019 - Accounting & Finance Show
July 10-11, 2019 - In-Kind Contributions: Accounting for Nonprofits
July 10, 2019 - Applying the Uniform Guidance in Your Single Audits
June 28, 2019 - Not-for-Profit Financial Reporting: Mastering the Unique Requirements
June 27, 2019 - The New Yellow Book: Government Auditing Standards
June 26, 2019 - NJCPA'S Governmental Accounting & Auditing Conference
June 20, 2019 - Marine Money Week
June 17-19, 2019 - AICPA Not-for-Profit Industry Conference
June 10-12, 2019 - International Tax Withholding & Information Reporting Conference
June 6-7, 2019 - NYSSCPA Employee Benefits Conference
June 6, 2019 - 2019 Private Wealth & Taxation Institute
June 5-6, 2019 - New York Commercial Real Estate Summit
June 5, 2019 - Opportunity Zone Forum 2019
June 3, 2019 - NYU International Hospitality Industry Investment Conference
June 2-4, 2019 - Opportunity Zone Issues & Solutions
May 30, 2019 - Wayfair Reexamined
May 29, 2019 - Long Island C-Suite Breakfast
May 22, 2019 - Engaging in Opportunity Zones
May 20, 2019 - New Jersey State Bar Association Annual Meeting and Convention
May 15-17, 2019 - NYSSCPA Single Audit and Yellow Book Deficiencies Seminar
May 15, 2019 - Planned Giving Day NYC
May 9, 2019 - 5th Annual East Institutional Real Estate Investor Forum
April 10, 2019 - What Opportunity Zones Really Mean for Westchester Real Estate
April 5, 2019 - Strategic Real Estate & Lending Summit
April 2, 2019 - Westchester Business Expo
March 28, 2019 - Long Island C-Suite Breakfast
March 27, 2019 - REITwise: 2019 Law, Accounting & Finance Conference
March 26-28, 2019 - New York Build Expo
March 12-13, 2019 - Brooklyn Real Estate Summit
March 8, 2019 - Real Estate State of the Market Summit
March 7, 2019 - Family Office Winter Forum
March 6, 2019 - Real Estate Women’s Forum
February 28, 2019 - NYSSCPA Exempt Organization Conference
February 26, 2019 - WEB-Worldwide Employee Benefits Network Meeting
February 21, 2019 - Qualified Opportunity Zones and Tax Credits
January 23, 2019 - Opportunity of a Lifetime: Defer & Reduce Capital Gains Taxes via Opportunity Zone Investments
December 12, 2018 - DC Finance Real Estate Family Office Meetings: Opportunity Zones
December 12, 2018 - NJCPA Nonprofit Conference
November 6, 2018 - European American Chamber of Commerce Trust & Estate Update
December 5, 2018 - New England IRS Representation Conference
November 29-30, 2018 - Year-End Co-Op Update
November 14, 2018 - Long Island IMA Dinner Meeting
November 13, 2018 - Restaurant Finance and Development Conference
Nov 12-14, 2018 - New York Multifamily Summit
November 1, 2018 - Reducing Your Risk of a Cyber Attack
October 30, 2018 - Best of the Bar: Philadelphia’s Top Lawyers
October 25, 2018 - Long Island Chapter IMA Breakfast Seminar
October 23, 2018 - Crain’s Fast 50 Reception
October 23, 2018 - Girl Scouts Women of Distinction Awards
October 23, 2018 - DC Finance Real Estate Family Office Meeting
October 23, 2018 - 1031 Exchanges: Understanding the Opportunities and Risks
October 17, 2018 - Annual Nonprofit Industry Update Seminar
October 4, 2018 - Huappage Industrial Association of Long Island Joint Comittee Meeting
September 26, 2018 - AREAA East Meets West, Real Estate Connect
September 26, 2018 - IMN Real Estate CFO & COO Forum East
September 6-7, 2018 - Wilmington Trust Philanthropic Speaker Series
July 31, 2018 - Accounting & Finance Show
July 11-12, 2018 - CTCPA Not-for-Profit Organization Conference
June 28, 2018 - 501(c) Agencies Trust 2018 Nonprofit Mid-Year Accounting Update
June 27, 2018 - NJCPA's Government Accounting & Auditing Conference
June 21, 2018 - New York Nonprofit Media’s Nonprofit OpCon
June 13, 2018 - New York Government Finance Officers Spring Training
June 9, 2018 - NYSSCPA Annual Employee Benefits Conference
June 7, 2018 - ACCA Global Forum for Taxation
June 7, 2018 - Real Estate Weekly Women’s Forum
June 5, 2018 - NYU International Hospitality Industry Investment Conference
June 3-5, 2018 - Realtors Without Borders
May 31, 2018 - CTCPA Governmental Accounting and Auditing Conference
May 23, 2018 - AICPA’s Not-for-Profit Entities: 2018 Audit and Accounting Issues
May 21, 2018 - Interact Law Member Meeting
May 17-19 - New Jersey State Bar Association Annual Meeting and Convention
May 16-18, 2018 - AICPA Annual Employee Benefits Conference
May 16, 2018 - MICPA Governmental Accounting & Auditing Conference
May 15, 2018 - 2018 CancerCare Classic Golf Tournament
May 14, 2018 - American Society of Appraisers NYC Chapter Meeting
May 8, 2018 - Not-for-Profit Leadership Summit
May 7, 2018 - Planned Giving Day NYC 2018
May 7, 2018 - The New Tax Code Decoded: The Big Picture
April 30, 2018 - The Future of Sustainability Reporting: Trends to Watch
- Nonprofit Accounting Update: Implementing the New Financial Reporting Standards and Preparing for Re
April 19, 2018 - NYC Real Estate Expo
April 18, 2018 - Westchester Business Expo
March 28, 2018 - Human Services Council Not-for-Profit GAAP Workshop
March 22, 2018 - American Bar Association JCEB Annual Government Invitational
March 21-23, 2018 - Association of Fundraising Professionals - Fairfield County Chapter Luncheon
March 8, 2018 - Marks Paneth and Goulston & Storrs CRE Tax Seminar
March 6, 2018 - Marks Paneth and Moses & Singer Tax Seminar
March 1, 2018 - Asian Real Estate Association of America Lunar New Year Celebration
March 1, 2018 - Tax Reform and the High-Net-Worth Individual
February 20, 2018 - Business Council of Westchester KeyBank Speaker Series: SALT Shaking Up Westchester
February 14, 2018 - IMN Middle-Market Multifamily Forum
February 1-2, 2017 - Metropica Real Estate Seminar
January 31, 2018 - Nonprofit FASB Reporting Requirements Update
January 31, 2018 - NYNMedia Nonprofit BoardCon
January 24. 2018 - 40th Annual Nonprofit Conference (NYC)
January 18, 2018 - South Florida Real Estate Industry Update
January 18, 2018 - Accounting & Auditing: Audit Sampling and Not-for-Profit Updates
December 18, 2017 - New Jersey Society of Certified Public Accountants’ Nonprofit Conference
Dec 7, 2017 - New York State of Certified Public Accountants' (NYSSCPA) Tax Planning for Individuals Conference
December 6,2017 - GAAP vs. OCBOA Financial Reporting on Real Estate Engagements
November 30, 2017 - Morison KSi Mexico Conference
November 16-19, 2017 - Restaurant Finance & Development Conference
November 13-15, 2017 - Joint Nassau/Suffolk Accounting and Auditing Conference
November 10, 2017 - The Chamber of Commerce for Greater Philadelphia 35th Annual Excellence Awards
November 9, 2017 - FJMC 2017 Man of the Year “Northern” Dinner
November 8, 2017 - M&A Strategies: So You’re thinking of Selling Your Business…Where do you begin?
November 1, 2017 - European American Chamber of Commerce MedStartup Program 2017
October 25, 2017 - AREAA 2017 East Meets West
October 25, 2017 - Best of the Bar: Philadelphia’s Top Lawyers
October 24, 2017 - Financial Reporting and Disclosure in 2017
October 19, 2017 - Cocktail Reception to Commemorate the Opening of Marks Paneth’s Florida Office
October 18, 2017 - 2nd Annual Nonprofit Industry Update Seminar
October 12, 2017 - New Jersey Healthcare Financial Management Association’s 2017 Annual Institute
October 4, 2017 - Enhancing Audit Quality Workshop
October 3, 2017 - Accounting & Auditing Update: Ready to Enhance Your Attest Practice
September 26, 2017 - AUCPA China Focus Series: Recent Issues on Cross-Border Real Estate Investments
September 20, 2017 - AREPA Distinguished Speakers
September 19, 2017 - IMN Real Estate CFO & COO Forum East
- LeadingAge New York Financial Professionals Annual Conference
- Safeguarding Your Business From Digital Attacks: Cybersecurity Panel Discussion
- New York Nonprofit Media’s Nonprofit OpCon
- Crain’s 2017 Real Estate Conference
- New York State Society of Certified Public Accountants’ (NYSSCPA) Employee Benefits Conference
- AFS China-US Real Estate Investment Forum
- 39th Annual NYU International Hospitality Industry Investment Conference
June 4-6, 2017 - 4th Annual Private Wealth & Taxation Institute
- LeadingAge New York Annual Conference and Exposition
- New Jersey State Bar Association Annual Meeting and Convention
- CTCPA’s Governmental Accounting & Auditing Conference
- AUCPA China Focus Series: Investing in China and the US
Thursday, May 11, 2017 - International Corporate Tax Update Event
Thu. April 27, 2017 - Business Council of Westchester Business Expo
3/29/2017 - REITWise 2017 Event
March 22-24 - Planning for Business Succession
2/7/2017 - Business Globalization Forum 2016
Boston, MA | Nov 4, 2016 | 9AM - 5PM - AREAA Manhattan - East Meets West
New York, NY | Nov 1, 2016 | 8:00AM - 7:30PM - Ensuring Organizational Compliance with Uniform Guidance for Federal Awards
New York, NY | Oct 31, 2016 | 8:30 AM – 11:30 AM - AICP Town Hall on Foreign Production
New York, NY | Oct 26, 2016 | 8:30AM - 11AM - FASB’s Proposed Nonprofit Financial Reporting Standards
Webinar | Oct 24, 2016 | 12:00 PM - 1:15 PM EDT - #AgenciesGoGlobal: What Agency CFOs Should Keep Top of Mind When Expanding Internationally
New York, NY | Sep 29, 2016 | 8:00AM - 11:00AM - The Lodging Conference
Phoenix, AZ | Sep 26-29, 2016 - The 5th Annual Florida Multifamily Summit
Hollywood, FL | Sep 22, 2016 - The Unprecedented Race for the White House
Washington, DC | Sep 21, 2016 - Think creatively about existing innovation
New York, NY | Sep 20, 2016 - Valuing Pass-Through Entities—Approach Clarity (But Not Consensus)
Webinar - 5th Annual Real Estate CFO Forum East
New York, NY | Sep 19 - 20, 2016 - The SEC Revised Compliance and Disclosure Interpretations (C&DIs): Time to Rethink Your Firm's Curre
Webinar - Annual Not-for-Profit Industry Update Seminar
New York, NY | Sep 14, 2016 - Westchester Office Open House/Ribbon Cutting
Purchase, NY | Jun 9, 2016 - NYU Annual Hospitality Investment Conference
New York, NY | Jun 6 - 7, 2016 - NACVA® & CTI's 25th Anniversary Annual Consultants' Conference
San Diego, CA | Jun 6 - 9, 2016