Philadelphia Estate Planning Council

Events

    • 25 Sep 2018
    • 12:00 PM - 1:30 PM
    • 1735 Market Street, 5th Floor Conference Center, Philadelphia, PA 19103
    Register

    “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

    • 26 Sep 2018
    • 8:00 AM - 9:00 AM
    • Andersen Tax, Three Logan Square, 1717 Arch Street, Suite 3730, Philadelphia, PA 19103
    Register

    Topic:  Perception in the Workplace – Assertive versus Aggressive

    • 10 Oct 2018
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 16 Oct 2018
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Strategic Planning for Business Owners after 2017 Tax Reform: 
    Insights 10 Months Later"

    This program discusses how C corporation effective annual income rates vary depending on distribution rates and pressures that C corporations face to declare dividends, including how converting to a C corporation may destroy a sale to an irrevocable grantor trust. The speaker will also discuss which types of income are eligible for the 20% deduction, how to make real estate rental qualify for the deduction (including the effect of self-rental when the tenant is or is not a pass-through entity), how the deduction works for trusts, and how to plan for depreciation deductions and net investment income tax when holding a pass-through business in trust. This will include coverage of the proposed regulations for qualified business income under IRC § 199A and under the multiple trust rule under IRC § 643(f). Attendees will also learn how to avoid the loss of AAA and to avoid the 5-year waiting period when converting from S corporation to C corporation, concerns regarding switching back when the tax law changes again, and using hybrids to try to minimize overall tax rates.

    Steve Gorin, a Washington University alumnus (A.B. 1983, J.D. 1986), is a partner in the St. Louis office of the law firm of Thompson Coburn LLP, which also has offices in Chicago, Los Angeles, and Washington, D.C. Before practicing law, Steve practiced accounting for 8 years, was a partner in a local CPA firm, and still maintains his CPA license and CGMA designation He is a past chair of the Business Planning Group of committees of the American Bar Association’s Real Property, Probate, Trust & Estate Law Section, a past chair of the Business Law Section of the Bar Association of Metropolitan St. Louis, and a member of the Business Planning Committee of the American College of Trust and Estate Counsel (ACTEC), including a current Regent of ACTEC and past chair of the Business Planning Committee’s subcommittee on pass-through entities.  

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

    Click here to download a printable registration form.


    • 24 Oct 2018
    • 8:00 AM - 9:00 AM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Topic:  Working with People from a Variety of Generations

    • 24 Oct 2018
    • 5:30 PM - 7:30 PM
    • Revolution House, 200 Market Street, Philadelphia, PA 19106
    Register

    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.



    • 30 Oct 2018
    • 5:30 PM - 8:00 PM
    • Pyramid Club, 1735 Market Street, 52nd Floor, Philadelphia, PA 19103
    Register

    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.

    • 13 Nov 2018
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "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.

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

    Click here to download a printable registration form.
    • 14 Nov 2018
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 28 Nov 2018
    • 8:00 AM - 9:00 AM
    • Andersen Tax, Three Logan Square, 1717 Arch Street, Suite 3730, Philadelphia, PA 19103
    Register

    Topic: TBD

    • 4 Dec 2018
    • 5:30 PM - 7:30 PM
    • Union Trust, 717 Chestnut Street, Philadelphia, PA 19106
    Register

    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."



    • 12 Dec 2018
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 8 Jan 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "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.


    • 9 Jan 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 16 Jan 2019
    • 8:00 AM - 9:00 AM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Topic:  New year, New You – Hiring and Interviewing – possible guest speaker

    • 13 Feb 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 19 Feb 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "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.


    • 27 Feb 2019
    • 8:00 AM - 9:00 AM
    • Andersen Tax, Three Logan Square, 1717 Arch Street, Suite 3730, Philadelphia, PA 19103
    Register

    Topic:  Women and their Health

    • 13 Mar 2019
    • 8:00 AM - 9:00 AM
    • Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102


    • 19 Mar 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "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.

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


    • 25 Apr 2019
    • 5:30 PM - 8:00 PM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Wine and Cheese Reception

    • 16 May 2019
    • 3:00 PM - 8:00 PM
    • National Museum of American Jewish History, 101 S. Independence Mall East, Philadelphia, PA 19106
    Register

    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


    • 24 Jun 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    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)


    • 24 Jun 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    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

    • Company logo on all event promotion (flyers, email blasts, website).
    • Link to your company website from all email promotion and the PEPC website.
    • Verbal acknowledgement at event during dinner.
    • Signage at the event with your company logo.
    • $100 discount on a foursome registration

    Hole Sponsor with Foursome - $1,250

    • Signage at a designated hole with your company logo.
    • Foursome to include golf, gift, lunch, cocktails and dinner for four golfers.

    Hole Sponsor - $300

    • Signage at a designated hole with your company logo.

    Drink Station Sponsor - $300

    • Signage at a drink station with your company logo.

    Tennis Sponsor - $300

    • Signage at the tennis courts with your company logo.

    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

Past events

18 Sep 2018 September 2018 Luncheon Program
12 Sep 2018 Welcome Back Party

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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