As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our March 16, 2021 virtual luncheon program. Continuing education credits not included.

"Current Issues in Estate and Gift Tax Audits and Litigation"

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

"Expect the Unexpected: State Tax Concerns as a Result of COVID"

OVERVIEW: 
As the result of COVID, many individuals are considering changing their domiciles while others find themselves working in jurisdictions that are different from where their offices are located. This Roundtable will provide insight into how individuals can successfully change their domicile, whether states will treat individuals as statutory residents (and thus subject all of their income to tax) due to their residing in a state other than their domiciliary state during the pandemic, as well as the attempts by some states to source earnings to their state based on an individual’s pre-pandemic office location.

SPEAKERS: 

• Craig B. Fields, Partner, Blank Rome LLP
• Nicole L. Johnson, Partner, Blank Rome LLP

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.

This program is being sponsored by