Holding the Line on Taxes
Agenda
8:30–8:35 am Welcome
8:35–10:05 am 2014 Income Tax Developments
Panel Chair: Kathryn S. Schultz, CPA, AEP
Belfint Lyons & Shuman, P.A.
Panelists: Theresa M. Martelli, CPA; Santora CPA Group; Charles J. Durante, Esq.; Connolly Gallagher LLP
10:05–10:20 am Break
10:20–11:50 am Recent Developments in Estate Planning
Panel Chair: Richard J. A. Popper, Esq.
Young Conaway Stargatt & Taylor, LLP
Panelists: David M. Brown, Esq.; Duane Morris LLP; Allison M. Knecht, Esq.; Richards Layton & Finger, P.A.; Jennifer E. Smith, Esq.; Cooch & Taylor, P.A.
11:50 am–12:35 pm Luncheon, Barristers’ Club
12:40–1:40 pm Distinguished Speaker
Martin A. Sullivan, PhD, Economics
Chief Economist at Tax Analysts, and former staff economist at the U.S. Department of the Treasury and at the congressional Joint Commission on Taxation
1:40–1:50 pm Break
1:50–3:50 pm Navigating State Fiduciary Income Tax
Panel Chair: W. Donald Sparks, II, Esq.
Richards Layton & Finger, P.A.
Panelists: Donald J. Bromley, CPA, CVA,; MST, Gunnip & Company, LLP; Thomas M. Forrest, CPA
U.S. Trust Company of Delaware; Janice M. Matier, Esq.: Richards Layton & Finger, P.A.
3:50–4:00 pm Break
4:00–5:00 pm Concurrent Breakout Sessions:
Session A: Circular 230: The Final Regulations*
Panel Chair: William F. Denney, CPA
Newton One Advisors, LLC
Panelists: Michael A. Albero, CPA, MST: Albero, Kupferman & Associates, LLC; Todd A. Flubacher, Esq.: Morris, Nichols, Arsht & Tunnell, LLP; George W. Kern, Esq.: Bessemer Trust Company, N.A.; Michael F. Niemann, CPA: Newton One Advisors, LLC
Session B: Income Tax Strategies with Insurance
Panel Chair: Jerome K. Grossman, Esq.
Young Conaway Stargatt & Taylor, LLP
Panelists: Jordon N. Rosen, CPA, AEP: Belfint Lyons & Shuman, P.A.; Stanford L. Stevenson, III, Esq.: Richards Layton & Finger, P.A.
5:00 pm Adjourn
