Press Room
O’Brien to Speak at Philadelphia Estate Planning Council 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. Members of the planning council are invited to exclusive roundtable programs each year in addition to other networking events and discussion panels.
The PEPC is hosting a roundtable program on Wednesday, February 6 in Philadelphia, PA. The roundtable program event this year will discuss the impact from the 2017 Tax Cuts and Jobs Act (2017 TCJA) on 2018 individual and trust income tax returns, revised Form 1040 and new Schedules 1 through 6 with examples comparing the tax impact under pre and post 2017 TCJA. Andersen Managing Director, James O'Brien, will speak at the roundtable program titled 2018 Individual and Fiduciary (Trust) Income Tax Return Filings – Impact of 2017 Tax Cuts and Jobs Act.
James O’Brien has over 14 years of experience with Andersen in providing tax consulting and compliance services to high net worth individuals and families. His primary focus is on the income, fiduciary, estate, charitable giving and wealth transfer tax areas.
February 6, 2019
Philadelphia, PA