The past presidents of the Philadelphia Estate Planning Council are invited to a luncheon to catch up with friends and colleagues.
NOTE: This is a private event for members who have served as president of the PEPC.
“Submitting Personal Property Appraisals to the IRS: Best Practices and Exposures”
OVERVIEW: This roundtable event will discuss what taxing authorities are looking for when your client is required to submit an appraisal report to the IRS. Attendees will learn how to manage the risk of a disqualified appraisal for personal property above $50,000, how to vet appraisals and reports to meet IRS qualified appraiser and appraisal criteria, and the differences between independent appraisers, art advisory firms and auction houses with appraisal departments.
SPEAKERS: Cindy Charleston-Rosenberg ISA CAPP, President and Founder of the Art Appraisal Firm, brings more than three decades of experience to the valuation of important American art collections. Cindy has served the appraisal profession in a variety of leadership roles. She is a past President and Certified Member of the International Society of Appraisers (ISA), the largest professional organization of credentialed personal property appraisers in the United States and Canada, Cindy is an experienced expert witness and has won numerous national awards for presentations and writings on complex art valuation issues. She is active in industry activities to raise awareness of the critical importance of the standards and appraiser qualification criteria set by the Appraisal Foundation, where she currently serves on the Board of Trustees.
Sam Freeman serves as a Senior Vice President of Freeman's Trusts & Estates department. Mr. Freeman specializes in estate planning and administration as they relate to personal or collectible property. Mr. Freeman joined Freeman's in 2005 to further develop the Trusts & Estates department, becoming the seventh generation of the Freeman family to follow in the footsteps of Tristram B. Freeman, the company's founder. With over 30 years of professional experience with finance, insurance and technology; his primary experience in sales and customer service. Mr. Freeman brings a solid understanding of managing delicate relationships and customer relationship management to the Trusts & Estates department.
COST: No charge! Must be a PEPC Member to attend. Space is limited!
NOTE: Bring your own lunch.
"Sustainable Investing"
Casey Jojic, Head of Sustainable Investing Solutions at UBS Global Wealth Management, will define sustainable investing, discuss the growth of global trends and speak to the evolution of this philosophy. As high-net worth individuals and institutional investors continue to align their social goals & mission statements with their investment goals, Casey will discuss how environmental, social and governance factors play a critical role in this planning process.
She will also discuss several examples of companies that successfully and unsuccessfully incorporated material non-financial data into decision making and the impact it had on shareholder value.
Casey Jojic is an Executive Director and the Head of Sustainable Investing Solutions for Wealth Management USA at UBS, where she is responsible for driving product implementation strategy. In this role, she leads field engagement efforts to drive education and awareness around sustainable investing and leads program management efforts to build out and grow the firm's SI platform. Prior to this, she held various chief of staff and business management roles across the firm, primarily in the Wealth Management USA Banking Group. Casey spent 7 years working at Merrill Lynch prior to joining UBS.
Casey graduated from Lehigh University with a dual degree in Finance and Economics, and received her MBA from NYU's Stern School of Business. She has her Series 7 and Series 63.
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
"Unwinding an Unworkable Transaction with a Workable Policy – Dealing with ILITs, Split Dollar Agreements and Closely-Held Business or Business Owner Owning a Policy"
Please watch for more information soon on this topic!
Todd Steinberg is a Trusts & Estates Practice Leader at Loeb & Loeb LLP in their Washington, D.C. office. He focuses his practice on helping high net worth individuals and families navigate complex and sophisticated estate and income tax planning matters. He assists clients with multi-generational wealth preservation and accumulation, as well as probate and trust administration, and charitable planned giving. Todd has substantial experience in complex, post-death estate and trust administration, as well as fiduciary litigation matters. He has represented clients in IRS estate and gift tax examinations, IRS appeals and related state and federal tax controversy matters.
Todd also implements business succession and transition planning for privately held companies, business owners and entrepreneurs, helping them reach financial goals for their companies and build and preserve their personal net worth. He has a particular depth of experience in planning with life insurance products and regularly provides counsel to allied professionals in the insurance industry.
Celebrate the holiday season with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at JG Domestic.
JG Domestic is a contemporary American restaurant serving artisanal food crafted from the finest available domestic ingredients. This year's event will feature food stations inspired by Chef Jose Garces' Philadelphia restaurants, Distrito and Village Whiskey.
Pre-register by November 22nd to be eligible to for great door prizes!
"Top Ten Estate Planning and Estate Tax Developments of 2019"
Ronald D. Aucutt is Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.
Prior to joining Bessemer, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., and with McGuireWoods LLP in Tysons, VA. He advised clients, lawyers, and other professionals on estate planning and helped resolve tax issues through IRS appeals and by obtaining rulings from the IRS National Office.
He is a Fellow and former President of The American College of Trust and Estate Counsel and served as an officer in the U.S. Navy in the Gulf of Tonkin during the Vietnam War.
Ron earned a J.D. and a B.A. from the University of Minnesota. He lives with his wife in Lakewood Ranch, FL.
Watch for more information soon!
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
