Trust, Estate and Gift Technical Resource Panel 


    Objectives

    The Trust, Estate, and Gift Tax TRP identifies issues and develops policy by:

    • Monitoring legislative and regulatory activity related to trust, estate, and gift tax matters;
    • Suggesting areas for modifications to simplify and clarify trust, estate and gift and generation skipping transfer tax provisions; 
    • Providing oversight for task forces created to address improvements to tax law, regulatory rules and tax process relating to trust, estate, and gift tax matters; 
    • Maintaining appropriate relationships with the IRS, Treasury, Congress, and other government officials; 
    • Collaborate with other organizations, such as the ABA and the American Bankers Association, as appropriate;
    • Acting as a resource to assist the other committees, TRPs, and task forces, as appropriate, on trust, estate and gift tax matters, including collaborating with other AICPA groups (e.g., Personal Financial Planning division).
    2014-2015 TRP Roster

    Eric L, Johnson, CPA, CFP®, MST, Chair Deloitte Tax LLP
    Mary Kay A. Foss, Vice Chair Sweeney Kovar, LLP
    Ted R. Batson, Jr. Renaissance
    Laura C. Gallier Laura Gallier, CPA PC
    Donita M. Joseph Windes & McGlaughry Accountancy Corporation
    Lawrence T. Luebcke Ernst & Young LLP.
    Mark T. Nash PricewaterhouseCoopers LLP
    Jordon N. Rosen Belfint, Lyons & Shuman, P.A.
    Peggy A. Ugent Girodani, Swanger, Ripp & Phillips, LLP
    Andrew L. Whitehair Cohen & Co., CPAs
    Eileen Sherr, Staff Liaison AICPA



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