Co-sponsored by Widener University Delaware Law School, Society of Financial Service Professionals - Delaware Chapter, and the Delaware State Bar Association
Date and Time: Friday, December 7, 2018 from 8:30 a.m. to 5:00 p.m.; Reception from 5:00 - 6:00 p.m.
Ruby R. Vale Moot Courtroom
Widener University Delaware Law School
4601 Concord Pike
Wilmington, Delaware 19803
Download the Brochure (pdf)
Stephen Friedman, Associate Dean for Academic Affairs & Professor of Law, Widener University Delaware Law School
Moderator: Kathy S. Schultz, CPA, AEP Belfint Lyons & Shuman, P.A.
Course Materials: Durante: Notable Cases in Federal Income Taxes (pdf) and Kelly: TCJA Impact on Individuals, Estates & Trusts (pdf)
Moderator: Jocelyn Margolin Borowsky, Esquire, Duane Morris LLP
Course Materials: Borowsky and Nicholson: Recent Developments in Transfer Taxes (pdf), McKinnon: Recent Developments in Transfer Tax Statutes: 2018 Estate Planning Opportunities (pdf) and Swenson: Recent Transfer Tax Letter Rulings (pdf).
George Callas, Managing Director of Government Affairs for Steptoe & Johnson, LLP, Former Senior Tax Counsel for Speaker of the House of Representatives, Paul D. Ryan Jr.
Moderator: Jerome K. Grossman, Esquire, Young Conaway Stargatt & Taylor, LLP
Course Materials: Grossman, Rosen, and Tigani: TCJA Section 199A - Qualified Business Income Deduction (pdf) and Grossman: Section 199A (pdf).
Moderator: W. Donald Sparks II, Esquire, Richards Layton & Finger, P.A.
Co-Moderator: John “Jack” P. Garniewski Jr., CPA/PFS, CFP, AEP, Family Office Solutions, LLC
Course Materials: Garniewski: Individual Tax Planning (pdf), Hayward: Income Tax Planning With Trusts After Tax Reform (pdf), Kroch: Charitable Planning After Tax Reform and In a New Interest Rate Environment (pdf), Sparks: State Fiduciary Income Tax Planning Issues (pdf), and Sparks: The Legal and Regulatory Framework for State Income Taxation of Trusts (pdf).