Trust, Estate and Gift Technical Resource Panel 


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).
2016-2018 TRP Roster

Mary Kay A. Foss, Chair Sweeney Kovar, LLP
Peggy A. Ugent, Vice Chair Giordani, Swanger, Ripp & Phillips LLP
Ted R. Batson, Jr. Capin Crouse LLP
Michelle Heller Honkamp Krueger
Michael James PricewaterhouseCoopers LLP
Justin Ransome Ernst & Young LLP
Jordan N. Rosen Belfint, Lyons & Shuman PA
Michael Rudegeair Anchin, Black & Anchin LLP
Ryan Thomas Deloitte Tax LLP
Andrew L. Whitehair Cohen & Co CPAs
Eileen Sherr, Staff Liaison AICPA


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