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2017: Tax Developments and Planning Opportunities in an Unstable Environment


Friday, December 1, 2017
8:30 a.m.–5:00 p.m.;
Reception from 5–6 p.m
Widener University Delaware Law School
4601 Concord Pike,
Ruby R. Vale Moot Courtroom
Wilmington, Delaware 19803

For more information, download the Brochure (pdf) or register now online.


Agenda

8:30–8:35 am: Welcome — Rodney A. SmollaDean and Professor of Law, Widener University Delaware Law School

8:35–10:05 am: 2017 Income Tax Development

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

Panelists:

Charles J. Durante, Esquire, Connolly Gallagher LLP

Karly Laughlin, CPA, Belfint Lyons & Shuman, P.A.

Course Materials: Durante: 2017 Income Tax Developments Notable Cases In Federal Income Tax (pdf) and Laughlin: 2017 Income Tax Developments (pdf).

10:05–10:15 am: Break

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

Moderator: Jocelyn Margolin Borowsky, Esquire, Duane Morris LLP

Panelists:

David M. Brown, Esquire, Duane Morris LLP

Jennifer E. Smith, Esquire, Cooch & Taylor, P.A.

Vincent C. Thomas, Esquire, Young Conaway Stargatt & Taylor, LLP

Course Materials: Brown: Recent Developments in the Federal Estate, Gift and Generation-Skipping Transfer Tax Areas (pdf), Smith: 2017 Recent Developments in Estate Planning: PLRs (pdf), and Thomas: Delaware’s Modification by Consent Statute –12 Del. C. §3342 (pdf)

11:45 am-12:25 pm: Luncheon, Barristers’ Club

12:30–1:30 pm: Distinguished Speaker - Update on Federal Tax Legislative Developments

Dr. Mark J. Mazur, Robert C. Pozen Director, Urban-Brookings, Tax Policy Center, Washington, DC

Course Materials: Mazur: The Tax Policy Debate (pdf)

1:30–1:40 pm: Break

1:40–2:40 pm: Protect Your Clients/Protect Yourself: Avoiding a Professional Nightmare from Data Compromises

Moderator: Kenneth W. Stewart, CPA, Stephano Slack LLC

Panelist:

Richard G. Furlong, Jr., Senior Stakeholder Liaison; Mid-Atlantic, Area Stakeholder Liaison Field; IRS Communications & Liaison Division

Course Materials: Furlong: Protect Your Clients, Protect Yourself: Avoiding a Professional Nightmare from Data Compromises (pdf)

2:40–2:50 pm: Break

2:50–3:50 pm: State Tax Developments and Planning Considerations

Moderator:

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

Panelists:

Thomas M. Forrest, CPA, President & CEO, U.S. Trust Company of Delaware

Janice M. Matier, Esquire, Richards Layton & Finger, P.A.

Jordon N. Rosen, CPA, AEP, Belfint Lyons & Shuman, P.A.

Course Materials: Grossman, Forrest, Matier, and Rosen: State Tax Developments and Planning Considerations (pdf)

3:50–4:00 pm: Break

4:00–5:00 pm: Transfers of Foreign Funds to the U.S.: Opportunities and Risks for Delaware Trusts and Alternative Entities

Co-Moderators:

Peter S. Gordon, Esquire, Gordon Fournaris & Mammarella, P.A.

W. Donald Sparks II, Esquire, Richards Layton & Finger, P.A.

Panelists:

Stephanie L. Chapman, CPA, Belfint Lyons & Shuman, P.A.

Daniel F. Lindley, Esquire, The Northern Trust Company

Course Materials: Chapman and Lindley: Transfers of Foreign Funds to the U.S. A Brief History (pdf)

5:00 pm: Adjourn

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

2017 Delaware Tax Institute Planning Committee:

John “Jack” P. Garniewski Jr., Wealth Advisory Services; Peter S. Gordon, Gordon Fournaris & Mammarella, P.A.; Jerome K. Grossman, Young Conaway Stargatt & Taylor, LLP; Carol G. Kroch, Wilmington Trust; Thomas R. Pulsifer, Morris Nichols Arsht & Tunnell LLP; Kathryn S. Schultz, Belfint Lyons & Shuman, P.A.; W. Donald Sparks II, Richards Layton & Finger, P.A.; Kenneth W. Stewart, Stephano Slack LLC; Leo E. Strine, The Financial House