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.

2012 - 2013 TRP Roster:


Frances Schafer, Chair	Frances Schafer
Eric L, Johnson, CPA, CFP®, MST	Deloitte Tax LLP
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
Robert Perez	Robert L. Perez, LLC
Ita M. Rahilly	Vanacore, De Benedictus, Di Govanni & Weddell
David D. White	Broadway National Bank
Eileen Sherr, Staff Liaison to TRP	AICPA

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