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What Are the Tax Considerations of Same-Sex Spouses Now That They Are Treated as Married for Federal Tax Purposes?

New York City Bar Town Hall Meeting

Jan
15
2014

Date: January 15, 2014

Time: 6:00PM - 7:30PM (EST)

Location: New York, NY

Mintz Of Counsel Michelle Capezza joined a panel discussion titled "What Are the Tax Considerations of Same-Sex Spouses Now That They Are Treated as Married for Federal Tax Purposes?" at the Fourth Annual Town Hall Meeting of the New York City Bar.

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? 

Speakers

Michelle is an accomplished employee benefits and executive compensation lawyer with more than 25 years of experience advising clients on ERISA, benefits, and executive compensation matters, including in connection with corporate transactions.