As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our March 16, 2021 virtual luncheon program. Continuing education credits not included.
"Current Issues in Estate and Gift Tax Audits and Litigation"
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
Click here to download a printable registration form.
"Expect the Unexpected: State Tax Concerns as a Result of COVID"
OVERVIEW: As the result of COVID, many individuals are considering changing their domiciles while others find themselves working in jurisdictions that are different from where their offices are located. This Roundtable will provide insight into how individuals can successfully change their domicile, whether states will treat individuals as statutory residents (and thus subject all of their income to tax) due to their residing in a state other than their domiciliary state during the pandemic, as well as the attempts by some states to source earnings to their state based on an individual’s pre-pandemic office location.
SPEAKERS:
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
As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our May 11th, 2021 virtual luncheon program. Continuing education credits not included.
"Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business"
Estate planners must recognize the tax traps and opportunities that accompany the client with a closely-held business. This session will review the federal income tax issues and planning strategies for C corporations, S corporations, partnerships, and limited liability companies, and how they affect contemporary estate planning techniques.
Learning Objectives:
Prior to our main presentation, the Philadelphia Estate Planning Council will conduct its annual business meeting to elect our 2021-2011 Officers and Board of Directors.
Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.
Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.
An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets. A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.
Two Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
