"Current Developments at IRS, the New Tax Law, Audit Considerations, and Private Letter Ruling Submissions"
Click here to download a printable registration form.
Overview: The program will primarily focus on estate, gift and generation skipping transfer tax matters.
James Hogan, Managing Director, Andersen Tax, LLC
James Hogan has over 35 years of legal and accounting experience and was most recently a Branch Chief in Internal Revenue Service’s (IRS) Office of the Chief Counsel. In that role, he had responsibility for all matters relating to estate, gift, and generation-skipping transfer tax issues. In addition, he reviewed briefs filed by IRS in the United States Tax Court and memoranda to attorneys in the Department of Justice. Jim is part of US National Tax, also serving as a resource for international taxation.
Carmina Y. D'Aversa, Attorney at Law
Carmina Y. D'Aversa was formerly with the IRS International Estate and Gift Tax Group. A designated full member of the international organization, Society of Trust and Estate Practitioners (STEP), Ms. D'Aversa concentrates her Pennsylvania law practice in estate planning and administration with international connections. Ms. D'Aversa's federal practice focuses on international tax compliance, including interpretation and application of US transfer tax treaties.
Cost: No charge! Must be a PEPC Member to attend. Space is limited!
Note: Bring your own lunch.