Description

This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax. The AICPA Trust, Estate and Gift Tax Technical Resource Panel (TRP) of experts will answer questions about the latest developments. Attendees will have the opportunity to exchange ideas with the TRP representatives and their conference peers.

In this session, attendees will:

• Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas,

• Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas, and

• Learn about various legislative and regulatory proposals and the potential impact on one’s practice in the trust, estate and gift tax areas.

Speaker(s):

• Mary Kay A. Foss, CPA , Owner, Mary Kay Foss CPA
• Donita Joseph, CPA , Partner, Windes, Inc.
• Mark T. Nash, CPA, CGMA, PFS, Tax Partner, PWC
• Jordon N. Rosen, CPA, MST, AEP®, Director, Estates and Trusts, Belfint, Lyons & Shuman, P.A.
• Fran Schafer, JD, Retired
• Eileen Reichenberg Sherr, CPA, CGMA, M.T., Senior Manager - AICPA Tax Policy & Advocacy, Association of International Certified Professional Accountants
• Sandi Thorman, CPA, Partner, GreerWalker LLP
• Peggy A. Ugent, CPA, Retired, Giordani, Swanger, Ripp & Jetel, LLP