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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

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Download the Brochure (pdf)

8:30–8:35 am: Welcome

Stephen Friedman, Associate Dean for Academic Affairs & Professor of Law, Widener University Delaware Law School

8:35–10:05 am: 2018 Income Tax Developments

Moderator: Kathy S. Schultz, CPA, AEP Belfint Lyons & Shuman, P.A.

Panelists: Charles J. Durante, Esquire, Connolly Gallagher LLP; Michael D. Kelly, CPA Belfint Lyons & Shuman, P.A.

Course Materials: Durante: Notable Cases in Federal Income Taxes (pdf) and Kelly: TCJA Impact on Individuals, Estates & Trusts (pdf)

10:15–11:45 am: Recent Developments in Estate Planning

Moderator: Jocelyn Margolin Borowsky, Esquire, Duane Morris LLP

Panelists: Tiffany M. Nicholson, Esquire, Duane Morris LLP; Kimberly Gill McKinnon, Esquire, Morris Nichols Arsht & Tunnell LLP; Scott E. Swenson, Esquire, Connolly Gallagher 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).

11:45–11:55 am: Break
11:55 am–12:55 pm: Distinguished Speaker

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.

12:55–1:35 pm: Luncheon, Barristers’ Club
1:45–3:15 pm: Section 199A and Choice of Entity Planning and Developments

Moderator: Jerome K. Grossman, Esquire, Young Conaway Stargatt & Taylor, LLP

Panelists: Jordon N. Rosen, CPA, MST, AEP, Belfint Lyons & Shuman, P.A.; Bruce W. Tigani, Esquire, Morris James LLP

Course Materials: Grossman, Rosen, and Tigani: TCJA Section 199A - Qualified Business Income Deduction (pdf) and Grossman: Section 199A (pdf).

3:15–3:30 pm: Break
3:30–5:00 pm: Federal and State Fiduciary and Related Income Tax Issues and Charitable Planning

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

Panelists: Daniel F. Hayward, Esquire. Gordon Fournaris & Mammarella, P.A.; Carol G. Kroch, Esquire, Wilmington Trust Company

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).

5:00 pm: Adjourn
5:00–6:00 pm: Wine and Cheese Reception