Press Room

May 17, 2018

Hogan Speaking at Philadelphia Estate Planning Council Roundtable Program

The Philadelphia Estate Planning Council (PEPC) is an interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. The PEPC is hosting a roundtable program on Wednesday, June 13, 2018 in Philadelphia, Pennsylvania. The program is for members only, which allows for a series of informal discussions on particular topics of interest. The program will primarily focus on estate, gift and generation skipping transfer tax matters. Andersen Tax Managing Director, James Hogan, will speak at the roundtable program which is titled "Current Developments at IRS, the New Tax Law, Audit Considerations and Private Letter Ruling Submissions." 

James Hogan has over 35 years of legal and accounting experience and was most recently a Branch Chief in Internal Revenue Service’s (IRS) Office of the Chief Counsel. In that role, he had responsibility for all matters relating to estate, gift, and generation-skipping transfer tax issues. In addition, he reviewed briefs filed by IRS in the United States Tax Court and memoranda to attorneys in the Department of Justice. James is part of US National Tax, serving as a resource for international taxation.  

The Philadelphia Estate Planning Council is one of the oldest and largest estate planning councils in the country. The highly recognized, interdisciplinary organization membership includes over 700 attorneys, accountants, trust administrators, financial planners, insurance agents, investment advisors, appraisers and planned giving professionals throughout the Greater Philadelphia area. 

June 13, 2018

Read More