Call-in Number: 855-435-1784
Guest Code: 295727
“2018 Individual and Fiduciary (Trust) Income Tax Return Filings – Impact of 2017 Tax Cuts and Jobs Act”
OVERVIEW: This Roundtable event will discuss the impact from the 2017 Tax Cuts and Jobs Act (2017 TCJA) on 2018 individual and trust income tax returns, revised Form 1040 and new Schedules 1 through 6 with examples comparing the tax impact under pre and post 2017 TCJA.
SPEAKERS: James O’Brien is a Managing Director in the Philadelphia office of Andersen Tax LLC. He specializes in individual, trust, and private foundation tax. He has over fourteen years experience working with high net worth families on their income, gift, and estate tax planning as well as helping them achieve their charitable goals.
Michelle Phillips is a Manager in the Philadelphia office of Andersen Tax LLC. She specializes in individual and trust taxation. She has over seven years experience working with high net worth families and individuals on their income, gift, and estate tax planning.
COST: No charge! Must be a PEPC Member to attend. Space is limited!
NOTE: Bring your own lunch.
BRING A GUEST FOR FREE TO THE FEBRUARY MEETING
In an effort to introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the February luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
"Preparing the Next Generation for What’s Ahead"
Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don’t know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.
Donna Trammell is Director of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets. She also leads the firm’s Next Gen Client Advisory Council and annual Next Gen Client Workshop. Previously, she led the firm’s Marketing team.
Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship management positions at BBDO, Young and Rubicam, and Grey Advertising.
She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal and Worth magazine. Donna is certified as a family business advisor (FFI) and multigenerational facilitator (21/64). She regularly volunteers to teach financial literacy to teens from low-income households.
Donna earned a B.A. in history and English from Colgate University.
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.
Topic: Women and their Health
"Social Security and Retirement Planning: A Hit or Myth Proposition"
Social Security's retirement program has been a basic part of American life for over 83 years. But, despite the age, the size, and the economic impact of the Social Security system, the myths and misunderstandings about what the program is, as well as what it isn’t, are sizeable.
Now, as Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought. But they are also starting to realize that they don’t know as much about the system as they should.
Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, will provide a wealth of information about the system. He will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement. He will also provide the latest information on the changes to the claiming strategies that couples have been able to employ in order to maximize their Social Security benefits.
Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which provides “Expert Answers to Your Social Security Questions.”
Czarnowski is the former Regional Communications Director for the Social Security Administration (SSA) in New England, a position he held from December 1991 until his retirement at the end of 2010. He began his career with SSA in 1976, and during his 34 years with the agency he worked in several different management and staff positions in the Boston area.
As Regional Communications Director, Czarnowski was responsible for coordinating the Social Security Administration’s public affairs/public information activities in the six New England states. In this role, he was a frequent speaker at local and regional events for members of the public.
Czarnowski wrote the chapter on “Social Security and Retirement Planning,” for the book, The Six Secrets to a Happy Retirement, which was published by ATA Press in March, 2013. He has been a regular contributor to “Retirement Weekly,” a MarketWatch Publication, and his answers to readers’ Social Security questions have been seen in both the print and online editions of “U.S.A. Today.”
In March, 2011, he joined the Board of Directors of the Massachusetts Association of Older Americans (MAOA) and has just ended his fourth year as President. He also serves on the Massachusetts Money Management Project’s state-wide Advisory Council, and is a Member of the New England Pension Assistance Project’s Advisory Board.
A native New Englander, Czarnowski received a Bachelor's degree in History from Hamilton College in Clinton, New York, and a Master's degree in Public Administration from Northeastern University.
He currently lives in Norfolk, Massachusetts with his wife, Anne.
This program is being sponsored by
Wine and Cheese Reception
Watch for more information soon!
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
Join the Philadelphia Estate Planning Council on Monday, June 24, 2019 for our 23rd 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.
If you don't play golf or tennis, we hope that you join us for the cocktail reception, dinner and networking with your PEPC colleagues.
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: 2:30 p.m. - 4:30 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)
The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf and tennis outing attracts over 120 estate planning professionals in the Philadelphia region.
Available Sponsorships & Benefits
Event Sponsor (limited to 4) - $1,000
Hole Sponsor with Foursome - $1,250
Hole Sponsor - $300
Drink Station Sponsor - $300
Tennis Sponsor - $300
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: 2:30 p.m. - 4:30 p.m. Reception: Cocktails & Hors D'oeuvres: 6:00 p.m. Dinner: 7:00 p.m
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
