“A New Provision Under the Tax Law: Qualified Opportunity Zones”
OVERVIEW: The Opportunity Zones program, established via the Tax Cuts and Jobs Act (TCJA), aims to spur long-term private sector investments in low income communities nationwide. Investors in Opportunity Funds established within designated Qualified Opportunity Zones can take advantage of federal tax benefits in exchange for their contributions to economic growth and investment in distressed communities. The amount of federal tax benefit ultimately recognized depends on the holding period of the investment but can include a temporary tax deferral, a step-up in basis and a permanent exclusion from taxable income of gains. Project sponsors can also benefit from lower-cost capital generated by the program. In this session, Baker Tilly will discuss how the Opportunity Zones program works, how to establish a certified Qualified Opportunity Fund, where Opportunity Zones are located, and what’s next for the program. We will also dive into how the program relates to tax and estate planning.
SPEAKER: Chase India, Partner, Baker Tilly Virchow Krause, LLP Chase India, partner with Baker Tilly Virchow Krause, LLP, has been with the firm since 2006. He is a member of the firm’s construction and real estate services group. Prior to joining Baker Tilly, Chase worked for a top ten national firm where he specialized in partnership taxation.
COST: No charge! Must be a PEPC Member to attend. Space is limited!
NOTE: Bring your own lunch.
Click here to download a printable registration form.
This program is sponsored by
Topic: Perception in the Workplace – Assertive versus Aggressive
"Strategic Planning for Business Owners after 2017 Tax Reform: Insights 10 Months Later"
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Topic: Working with People from a Variety of Generations
The Philadelphia Estate Planning Council is partnering with the Pennsylvania Institute of CPAs on a drop-in networking event for members and non-members on Wednesday, October 24th at the Revolution House located in Olde City.
Our event will take place on the 2nd floor, as well as a portion of their roof deck, which is one of the best roof decks in the city. 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.
Join professionals from the Philadelphia Estate Planning Council, the Pennsylvania Institute of Certified Public Accountants and the Pyramid Club for a night of structured networking. Make valuable use of your time and meet exactly who you want to meet.
Reservations are required and space is limited.
Registration fee includes beer/wine, heavy hors d'oeuvres and speed networking activity.
"Now What? A Washington Update from AALU after the 2018 Mid-Term Elections"
With the 2018 mid-term elections now behind us, what will the results mean for the legislative agenda in Washington? How might the outcome impact your business? Chris Morton of AALU will provide an informative update on tax and regulatory issues that affect you, the life insurance industry, the broader financial services community, and the conversation you are having with your clients.
Chris Morton, Senior Vice President, Government Affairs, at AALU, acts as a principal liaison to Congress on behalf of the nation’s top life insurance producers and distribution partners, managing all policy development, political engagement, and advocacy strategy for the Association in Washington, DC.
A seasoned Washington professional with 20 years of experience in the financial services and tax policy arena at the Federal level, Mr. Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles.
Prior to joining AALU, he was a senior analyst and advisor in the Business Strategy Group at Fannie Mae. In this role, Mr. Morton was responsible for providing leadership and strategic direction to the Company’s senior executives on a broad array of public policy challenges affecting the Company’s business and markets.
Mr. Morton also served as a policy advisor and senior member of the management team at the Federal Housing Finance Board, an agency responsible for supervising the Federal Home Loan Bank System, a government-sponsored cooperative of 12 regional wholesale financial institutions with $1 trillion in assets and over 8,000 members nationwide.
Topic: TBD
Celebrate the Holidays with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres.
Pre-register by November 23rd to be eligible to for great door prizes!
MONETARY DONATIONS BEING COLLECTED
Reach Out and Read, a national, evidence-based early literacy initiative, gives young children a foundation for success by incorporating books into pediatric care and encouraging families to read aloud together.
Primary care doctors and nurse practitioners incorporate Reach Out and Read's model into regular pediatric checkups by advising parents about the importance of reading aloud and giving brand-new, culturally and age-appropriate books to children 6 months through 5 years of age. This year Children's Hospital of Philadelphia's (CHOP) Reach Out and Read pediatricians and nurse practitioners will need to provide brand-new books to 27,000 young children in need. CHOP's Reach Out and Read program is implemented at ten CHOP Care Network primary care practices - four located in West Philadelphia, one in South Philadelphia, four in the suburbs of Pennsylvania (Coatesville, Kennett Square, Norristown and West Chester), and one in Burlington Township, New Jersey.
The Philadelphia Estate Planning Council will be collecting monetary donations at this year's holiday party to benefit Reach Out and Read. Cash and checks will be accepted. Please make the check payable to The Children's Hospital Foundation and on the check memo line please write: "Reach Out and Read."
"Strategic Philanthropy: Lessons Learned and Best Practices for Coherent Family Giving"
For nearly 40 years, Bruce DeBoskey has been dedicated to community building and social change through his professional and volunteer work. It is with that mission and commitment that he founded The DeBoskey Group in 2010, to help individuals and families, businesses, and foundations organize, strategize, evaluate and maximize the impact of their philanthropic initiatives.
Bruce writes a regular syndicated column “On Philanthropy” which is published in the Sunday Denver Post Business Section and distributed to over 600 newspapers and other news outlets around the U.S. and beyond through the Chicago-Tribune News Service. The columns can be read on the Publications page of this website.
Bruce previously served as the Regional Director of the Anti-Defamation League’s Mountain States Region, directing the regional civil and human rights initiatives of this national nonprofit organization.
Before that, Bruce was a shareholder in Silver & DeBoskey, P.C., a 30-person Denver law firm specializing in dispute resolution of complex civil matters. His areas of trial practice included discrimination, civil rights, professional liability, environmental torts, personal injury, employment disputes and business litigation.
Topic: New year, New You – Hiring and Interviewing – possible guest speaker
"Preparing the Next Generation for What’s Ahead"
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.
Topic: Women and their Health
"Social Security Planning"
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.
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
