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Contact(s):

Shirley Twillman
202.434.9220
stwillman@aicpa.org

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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