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Fourth Annual Town Hall Meeting: What are the Tax Considerations of Same-Sex Spouses Now That They Are Treated as Married for Federal Tax Purposes?
Wednesday, January 15, 2014, 6:00pm - 7:30pm
There is no charge for this program.
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This event is an opportunity for attorneys, accountants and the general public to hear a discussion and ask questions about the tax considerations of same-sex spouses since the Supreme Court’s decision in U.S. v. Windsor, which overturned Section 3 of the Defense of Marriage Act (DOMA), thus permitting legally married same-sex spouses to be treated as married for federal tax purposes. The Town Hall meeting will explore many pertinent issues, including:

  • What are the tax benefits and burdens of filing as married?
  • Should same-sex spouses amend prior filings to file as married?
  • What estate and gift tax planning opportunities are now available to same-sex spouses?
  • What benefits are now available to same-sex spouses with respect to health coverage, fringe benefits and retirement plans and what actions should employers take with respect to these plans?

Moderators: JOLIE ANN CALELLA, CFP®, Morgan Stanley Wealth Management; ELIZABETH ZANET, ThomsonReuters

Speakers: MICHELLE CAPEZZA, Epstein, Becker Green PC; KATHLEEN CITERA, Satterlee, Stephens Burke & Burke, LLP; MICHAEL MARKIEWICZ, Fogel Neale Partners; KENNETH WEISSENBERG, Eisner Amper

Sponsored by: Committee on Personal Income Taxation, John Genova, Chair


42 West 44th Street
New York, NY 10036


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