Philadelphia Estate Planning Council

Event Details

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Wednesday, February 06, 2019
  • 12:00 PM - 1:30 PM
  • 1735 Market Street, 5th Floor Conference Center, Philadelphia, PA 19103

Registration


Registration is closed

“2018 Individual and Fiduciary (Trust) Income Tax Return Filings –
Impact of 2017 Tax Cuts and Jobs Act”

OVERVIEW: 
This Roundtable event will discuss the impact from the 2017 Tax Cuts and Jobs Act (2017 TCJA) on 2018 individual and trust income tax returns, revised Form 1040 and new Schedules 1 through 6 with examples comparing the tax impact under pre and post 2017 TCJA.

SPEAKERS: 
James O’Brien is a Managing Director in the Philadelphia office of Andersen Tax LLC. He specializes in individual, trust, and private foundation tax. He has over fourteen years experience working with high net worth families on their income, gift, and estate tax planning as well as helping them achieve their charitable goals.

Michelle Phillips is a Manager in the Philadelphia office of Andersen Tax LLC. She specializes in individual and trust taxation. She has over seven years experience working with high net worth families and individuals on their income, gift, and estate tax planning.

COST: No charge! Must be a PEPC Member to attend. Space is limited!

NOTE: Bring your own lunch.


Click here to download a printable registration form

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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