Philadelphia Estate Planning Council

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  • March 2020 Luncheon Program - CANCELLED

March 2020 Luncheon Program - CANCELLED

  • Tuesday, March 17, 2020
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

After much consideration, PEPC leadership has made the decision to postpone our Luncheon Program scheduled for Tuesday, March 17 at the Union League. The health and safety of our members and the community is our primary concern and given the potential risk of COVID-19 (coronavirus), we believe it is best not to hold the program.

We hope to offer our program on "Current Issues in Estate and Gift tax Audits and Litigation" at a later date. Thank you for your continued participation in our luncheon programs and your understanding at this time.

"Current Issues in Estate and Gift Tax Audits and Litigation"

COFFEE MEET AND GREET: The Professional Women’s Network Committee has organized a meet and greet coffee station prior to our February luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join us!

This discussion will address current issues and trends in the transfer tax controversy arena at the audit level, appeals and in litigation. It will include issues related to the valuation and transfer of interests in closely-held entities, the use of formula clauses, positions taken by the IRS and ways to address them at the planning level.

John Porter is a Senior Partner in the Houston office of the law firm of Baker Botts L.L.P. and a member of the firm’s Tax Department. 

John handles federal gift, estate, and income tax litigation and controversy work. He is nationally recognized for his expertise in representing taxpayers before and against the IRS in estate and gift tax controversies, especially those involving hard-to-value assets. John has served as lead counsel for taxpayers in numerous cases in the United States Tax Court, the Court of Federal Claims, and Federal District Court and has represented taxpayers in many other federal tax audits and appeals. John also has a substantial practice in fiduciary litigation.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by


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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