Trust, Estate and Gift 


    The Trust, Estate and Gift Tax technical resource panel (TRP) identifies issues and develops policy by: 

    • Monitoring legislative and regulatory activity in trust, estate, gift and generation skipping transfer (GST) tax issues.
    • Suggesting legislative and regulatory modifications to simplify and clarify the trust, estate and gift and GST provisions.
    • Meeting and collaborating with the estate tax technical staffs at IRS, the Department of the Treasury and Congress, the AICPA Consulting Services and Personal Financial Planning groups, and our counterparts at the American Bar Association, the American Bankers Association and other relevant organizations.
    • Developing products and services to assist members in tax practice and communicating with them, including through periodic articles in The Tax Adviser.

    2013 - 2014 TRP Roster:
       
    Eric L, Johnson, CPA, CFP®, MST, Chair  Deloitte Tax LLP
    Frances Schafer, Immediate Past Chair  Frances Schafer
    Ted R. Batson, Jr.  Renaissance
    Mary Kay A. Foss  Sweeney Kovar, LLP
    Donita M. Joseph  Windes & McGlaughrey Accountancy Corporation
    Margaret Lip  WTAS
    Lawrence T. Luebcke  Ernst & Young LLP
    Mark T. Nash  Pricewaterhouse Coopers LLP
    Ita M. Rahilly  Vanacore, De Benedictus, Di Govanni & Weddell
    Peggy A. Ugent  Girodani, Swanger, Ripp & Phillips, LLP 
    Eileen Sherr, Staff Liaison to TRP  AICPA 



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