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DTSTART:20141114T133000Z
DTEND:20141114T220000Z
LOCATION:Widener School of Law
UID:1118620141114T133000ZHolding the Line on Taxes
DTSTAMP:20260530T102204Z
DESCRIPTION:\nAgenda\n 8:30–8:35 am Welcome\n 8:35–10:05 am 2014 Income Tax Developments\n                        Panel Chair: Kathryn S. Schultz, CPA, AEP\n                        Belfint Lyons & Shuman, P.A.\n                        Panelists: Theresa M. Martelli, CPA; Santora CPA Group; Charles J. Durante, Esq.; Connolly                                                    Gallagher LLP\n 10:05–10:20 am Break\n 10:20–11:50 am Recent Developments in Estate Planning\n                         Panel Chair: Richard J. A. Popper, Esq.\n                         Young Conaway Stargatt & Taylor, LLP\n                         Panelists: David M. Brown, Esq.; Duane Morris LLP; Allison M. Knecht, Esq.; Richards Layton &                                              Finger, P.A.; Jennifer E. Smith, Esq.; Cooch & Taylor, P.A.\n 11:50 am–12:35 pm Luncheon, Barristers’ Club\n 12:40–1:40 pm Distinguished Speaker\n                       Martin A. Sullivan, PhD, Economics\n                       Chief Economist at Tax Analysts, and former staff economist at the U.S. Department of the Treasury                         and at the congressional Joint Commission on Taxation\n 1:40–1:50 pm Break\n1:50–3:50 pm Navigating State Fiduciary Income Tax\n                     Panel Chair: W. Donald Sparks, II, Esq.\n                      Richards Layton & Finger, P.A.\n                      Panelists: Donald J. Bromley, CPA, CVA,; MST, Gunnip & Company, LLP; Thomas M. Forrest, CPA\n                                      U.S. Trust Company of Delaware; Janice M. Matier, Esq.: Richards Layton & Finger, P.A.\n3:50–4:00 pm Break\n4:00–5:00 pm Concurrent Breakout Sessions:\nSession A: Circular 230: The Final Regulations*\n                      Panel Chair: William F. Denney, CPA \n                      Newton One Advisors, LLC\n                      Panelists: Michael A. Albero, CPA, MST: Albero, Kupferman & Associates, LLC; Todd A. Flubacher,                                        Esq.: Morris, Nichols, Arsht & Tunnell, LLP; George W. Kern, Esq.: Bessemer Trust                                                Company, N.A.; Michael F. Niemann, CPA: Newton One Advisors, LLC\nSession B: Income Tax Strategies with Insurance\n                     Panel Chair: Jerome K. Grossman, Esq.\n                     Young Conaway Stargatt & Taylor, LLP\n                     Panelists: Jordon N. Rosen, CPA, AEP: Belfint Lyons & Shuman, P.A.; Stanford L. Stevenson, III,                                           Esq.: Richards Layton & Finger, P.A.\n \n5:00 pm Adjourn\n
SUMMARY:Holding the Line on Taxes - Chester County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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