Press Release

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    Shirley Twillman

    Legislative and Regulatory Estate Tax Planning Topics On Agenda at AICPA Conference 

    Published July 10, 2013


    • Impact of 3.8 Percent Surtax on Estates and Trusts
    • Information Reporting Requirements for Foreign Assets
    • Update on IRS Compliance Issues
    • Report on Treasury Guidance for Transfer and Fiduciary Income Taxes

    WHAT:           AICPA Advanced Estate Planning Conference

    WHEN:           July 15 – 17, 2013 (Pre-Conference Workshops July 14, 2013)

    WHERE:        Baltimore Marriott Waterfront

                            700 Alicianna Street, Baltimore, Md.

                            Conference sessions are available virtually, in real-time.

    WHO:             Catherine Hughes, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.

                            David H. Kirk, Attorney, Passthroughs and Special Industries, Division of the Office of Chief Counsel, Internal Revenue Service (IRS), Washington, D.C.

                            James Hogan, Chief Counsel, Branch Chief, IRS, Washington, D.C.

                            Nina Olson, National Taxpayer Advocate, IRS, Washington, D.C.


    A copy of the conference schedule is available at: http://media.cpa2biz.com/Publication/ConferenceDocs/2013/EST13_042913.pdf



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