Sharon L. Klein, SVP, Trust Counsel and Director of Estate Advisement, Fiduciary Trust Company International LLP to Speak at KC’s Event on Form 1041 on 07/08/09
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts has announced today that Sharon L. Klein, Senior Vice President, Trust Counsel and Director of Estate Advisement of Fiduciary Trust Company International will speak at the Knowledge Congress’ webcast entitled: “Form 1041: How to Prepare an Accurate Form for Tax Professionals.” This event is scheduled for July 8, 2009, at 3:00 PM - 5:00 PM EDT.
New York, NY, June 26, 2009 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts has announced today that Sharon L. Klein, Senior Vice President, Trust Counsel and Director of Estate Advisement of Fiduciary Trust Company International will speak at the Knowledge Congress’ webcast entitled: “Form 1041: How to Prepare an Accurate Form for Tax Professionals” This event is scheduled for July 8, 2009, at 3:00 PM - 5:00 PM EDT. (For further details, please visit: http://knowledgecongress.org/event_2009_F1041.html)
Event Synopsis:
Tax professionals must know how to fill in a Form 1041 accurately, to satisfy stepped up inspection by the Internal Revenue Service. This includes knowing the details of fiduciary income taxation and accounting perceptions.
A panel of key thought leaders and experts will discuss: Ways to address current issues about Form 1041; Reporting rules for grantor and non-grantor trusts; A detailed blueprint of ways to assure conformity.
Form 1041: How to Prepare an Accurate Form for Tax Professionals live Webcast will also provide an analysis of fiduciary accounting income and its effect on determining taxable income. Enrolled Agents will find this information to be highly useful and important.
About Sharon L. Klein
Sharon Klein heads the Estate Administration Department at Fiduciary. She is responsible for overseeing the administration of complex estates and trusts, including tax planning, reporting and valuation issues. She also acts as Trust Counsel, providing advice regarding issues confronting executors and trustees and advice concerning all aspects of estate planning, both domestically and internationally. Ms. Klein has 17 years’ experience in the area of trusts and estates and is a frequent speaker and author on estate and trust planning, administration and management issues. Ms. Klein has spoken for many professional organizations, including the American Bar Association, the New York State Bar Association, the BNA Tax Management Advisory Board, the Practising Law Institute, the American Heart Association, the FOX Family Office Exchange, the Hadassah Business & Professional Council, Estate Planning Councils and the New York University Summer Tax Institute. She is also a frequent seminar presenter at continuing legal education seminars throughout the country. Ms. Klein’s articles and quotes have appeared in prominent publications such as The Wall Street Journal, Dow Jones Newswire, Trusts & Estates magazine, BNA Estate, Gifts and Trusts Journal, Crain’s Investment News, Wealth Manager, Worth magazine, Charitable Gift Planning News and Timothy Sammon’s Art & Tax News. Ms. Klein is a member of the Trusts and Estates Steering Committee for the UJA-Federation of New York.
Prior to joining Fiduciary Trust in January 2002, Ms. Klein was Special Counsel in the Trusts and Estates Department at Rosenman & Colin LLP, New York, New York (now Katten Muchin Rosenman LLP) for over 11 years. Previously, she served as law clerk to the Hon. Chief Judge Fox of the Federal Court of Australia.
Ms. Klein earned B.A. and LL.B. degrees from the University of New South Wales, Sydney, Australia, and an LL.M. from the Boalt Hall School of Law at the University of California, Berkeley.
About Fiduciary Trust Company International
Founded in 1931 to better serve the needs of wealthy individuals and families amidst the financial crisis of the time, Fiduciary Trust is still doing that today—stronger than ever. Fiduciary Trust offers:
World-Class Wealth Management
With world-class capabilities in investment management, trust and estate services, custody and private banking, they have the expertise to meet the requirements of the most sophisticated clients and their advisors, and can help assure that their families’ needs will be met long into the future.
Unique Approach
At Fiduciary Trust, the portfolio manager is the primary contact for each client, and every client’s portfolio is individually managed in a customized separate account. Their portfolio managers work with only a select number of clients to assure they receive the most personalized attention.
Long-Term Expertise
Fiduciary Trust and their clients have enjoyed a high level of continuity among their 25 individual portfolio managers, whose average tenure with the company exceeds 10 years. And, members of their executive management team average 10 years with the company, bringing valuable experience and continuing knowledge to their firm and our clients.
Global Presence
Their well-established global presence allows us to offer cross-border estate planning to multinational family clients. They provide a context for their financial affairs and execute strategic plans for maximizing the accumulation and transfer of wealth to their heirs. They regularly work with families from Europe, Asia, the Middle East and Latin America
For more information about Sharon L. Klein and Fiduciary Trust Company International, please visit the website at http://www.fiduciarytrust.com/
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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Event Synopsis:
Tax professionals must know how to fill in a Form 1041 accurately, to satisfy stepped up inspection by the Internal Revenue Service. This includes knowing the details of fiduciary income taxation and accounting perceptions.
A panel of key thought leaders and experts will discuss: Ways to address current issues about Form 1041; Reporting rules for grantor and non-grantor trusts; A detailed blueprint of ways to assure conformity.
Form 1041: How to Prepare an Accurate Form for Tax Professionals live Webcast will also provide an analysis of fiduciary accounting income and its effect on determining taxable income. Enrolled Agents will find this information to be highly useful and important.
About Sharon L. Klein
Sharon Klein heads the Estate Administration Department at Fiduciary. She is responsible for overseeing the administration of complex estates and trusts, including tax planning, reporting and valuation issues. She also acts as Trust Counsel, providing advice regarding issues confronting executors and trustees and advice concerning all aspects of estate planning, both domestically and internationally. Ms. Klein has 17 years’ experience in the area of trusts and estates and is a frequent speaker and author on estate and trust planning, administration and management issues. Ms. Klein has spoken for many professional organizations, including the American Bar Association, the New York State Bar Association, the BNA Tax Management Advisory Board, the Practising Law Institute, the American Heart Association, the FOX Family Office Exchange, the Hadassah Business & Professional Council, Estate Planning Councils and the New York University Summer Tax Institute. She is also a frequent seminar presenter at continuing legal education seminars throughout the country. Ms. Klein’s articles and quotes have appeared in prominent publications such as The Wall Street Journal, Dow Jones Newswire, Trusts & Estates magazine, BNA Estate, Gifts and Trusts Journal, Crain’s Investment News, Wealth Manager, Worth magazine, Charitable Gift Planning News and Timothy Sammon’s Art & Tax News. Ms. Klein is a member of the Trusts and Estates Steering Committee for the UJA-Federation of New York.
Prior to joining Fiduciary Trust in January 2002, Ms. Klein was Special Counsel in the Trusts and Estates Department at Rosenman & Colin LLP, New York, New York (now Katten Muchin Rosenman LLP) for over 11 years. Previously, she served as law clerk to the Hon. Chief Judge Fox of the Federal Court of Australia.
Ms. Klein earned B.A. and LL.B. degrees from the University of New South Wales, Sydney, Australia, and an LL.M. from the Boalt Hall School of Law at the University of California, Berkeley.
About Fiduciary Trust Company International
Founded in 1931 to better serve the needs of wealthy individuals and families amidst the financial crisis of the time, Fiduciary Trust is still doing that today—stronger than ever. Fiduciary Trust offers:
World-Class Wealth Management
With world-class capabilities in investment management, trust and estate services, custody and private banking, they have the expertise to meet the requirements of the most sophisticated clients and their advisors, and can help assure that their families’ needs will be met long into the future.
Unique Approach
At Fiduciary Trust, the portfolio manager is the primary contact for each client, and every client’s portfolio is individually managed in a customized separate account. Their portfolio managers work with only a select number of clients to assure they receive the most personalized attention.
Long-Term Expertise
Fiduciary Trust and their clients have enjoyed a high level of continuity among their 25 individual portfolio managers, whose average tenure with the company exceeds 10 years. And, members of their executive management team average 10 years with the company, bringing valuable experience and continuing knowledge to their firm and our clients.
Global Presence
Their well-established global presence allows us to offer cross-border estate planning to multinational family clients. They provide a context for their financial affairs and execute strategic plans for maximizing the accumulation and transfer of wealth to their heirs. They regularly work with families from Europe, Asia, the Middle East and Latin America
For more information about Sharon L. Klein and Fiduciary Trust Company International, please visit the website at http://www.fiduciarytrust.com/
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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Contact
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
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