The Philadelphia Estate Planning Council is hosting a drop-in networking event for members and non-members on Wednesday, February 19th at City Tap House in Logan Square.  Join colleagues, friends and other PEPC members for good conversation and networking in a casual, fun atmosphere.

Light appetizers and cash bar will be available.

No cost to attend, but pre-registration is encouraged for planning purposes. Walk-ins welcome.

This event is being sponsored by 

"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

Watch for more information soon!

"Fifty Shades of J:
A Guide to the Federal Income Taxation of Trusts and Estates"

The PEPC Annual Meeting will be held on Tuesday, May 12, 2019 at the National Constitution Center. The program will feature Samuel A. Donaldson, JD, LLM, AEP speaking on “Fifty Shades of J: A Guide to the Federal Income Taxation of Trusts and Estates.”

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 several tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

Event Schedule

3:00 – 3:30 p.m. – Registration
3:30 – 6:00 p.m. – Council Remarks & Program
6:00 – 8:00 p.m. – Cocktail Reception & Venue Access

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

This program is being co-sponsored by

Cumberland Trust

Legacy Advisors LLC

Join the Philadelphia Estate Planning Council on Monday, June 22, 2020 for our 24th Annual Golf & Tennis Outing. The outing is one of the council's most popular events and often sells out completely.

Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. To help improve the speed of play, we will be providing fore caddies for all foursomes.

OUTING AGENDA

Golf Registration: 10:30 a.m. - 12:00 p.m.
Lunch Buffet: 11:15 a.m. - 12:30 p.m.
Golf Tee Time: 12:30 p.m.
Tennis Round Robin: 1:30 p.m. - 4:00 p.m.
Reception: Cocktails & Hors D'oeuvres: 6:00 p.m.
Dinner: 7:00 p.m

REGISTRATION FEES

Single Golfer: $250
(includes golf, gift, lunch, cocktails and dinner)

Foursome: $1,000
(one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner)

Hole Sponsor with Corporate Foursome: $1,250
(one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner and a hole sponsorship)

Tennis (with lunch): $100
(includes lunch, tennis, gift, cocktails and dinner)

Tennis (without lunch): $85
(includes tennis, gift, cocktails and dinner)

Dinner Only: $50
(includes cocktail hour and dinner)