Philadelphia Estate Planning Council

Event Details

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Thursday, February 04, 2021
  • 12:00 PM - 1:30 PM
  • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)

Registration


Registration is closed

"Avoiding the Many Pitfalls in Preparing Gift Tax Returns"

OVERVIEW: 
2020 was an extraordinary year with many wealthy taxpayers making gifts to utilize the additional Gift and Generation Skipping Transfer Tax Exemption provided by the Tax Cuts and Jobs Act of 2017. The program will provide a comprehensive discussion of the issues, risks and problems in the preparation of gift tax returns in this upcoming filing season.

SPEAKERS: 

  • Carl Fiore, Managing Director, U.S. National Tax - Estates, Trusts and Gifts, Andersen
  • James F. Hogan, Managing Director, U.S. National Tax - Estates, Trusts and Gifts, Andersen
  • John C. Hook, Chair, Trust, Estates & Personal Planning, Stradley Ronon Stevens & Young, LLP
  • Stephanie E. Sanderson-Braem, Partner. Trust. Estates & Personal Planning, Stradley Ronon Stevens & Young, LLP

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

No continuing education credits will be offered for this program.

This program 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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