Press Room

October 07, 2015

Philadelphia to Host Year End Estate and Income Tax Planning Seminar

Andersen Tax will host Protecting Your World: Tax Planning in the Current Environment, an informative Private Client Services Panel to discuss income, estate, gift and generation-skipping transfer tax issues. The event takes place October 28, 2015 from 4:00 PM to 7:30 PM in the Philadelphia Office.

It's not too late to start strategizing now to keep next year's tax bill low. Those with personal tax questions and their advisors will have the opportunity to ask them during our informal panel with experts from our New York Metro and U.S. National Tax Offices.

In addition to answering your questions, Jim Hogan, Joseph P. Toce, Jr. and Carl Fiore will share their unique perspectives on issues relating to estate and income tax planning as well as special insights into proposed legislation that could impact individuals. The event will be moderated by Jim O’Brien.

Following the panel discussion, please join the speakers and Philadelphia Managing Directors for a cocktail reception.  

Jim Hogan joined Andersen Tax after retiring from his position as Branch Chief in the Internal Revenue Service’s Office of Chief Counsel and will bring a unique perspective to the discussion.  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 the IRS in the United States Tax court and memoranda to attorneys in the Department of Justice and was directly responsible for rulings and policy affecting gifts and bequests of property, including closely held entities.

Joe Toce specializes in integrated tax planning for high net worth individuals and families. He has over 30 years of experience in advising private clients on a broad range of tax, financial and business matters. He has represented several of the largest family companies in the United States on tax and estate planning matters. His client base includes several of the largest S corporations in the country, numerous multinational families and many large charitable foundations. His extensive experience enables him to anticipate and plan for minimizing income, estate and gift taxes for his clients

Carl Fiore's primary practice areas are gift and estate planning as well as fiduciary income tax. He also has experience in federal and state income tax consulting and compliance for individuals, partnerships, fiduciaries, estates, corporations and private foundations. Carl has significant experience with tax and financial matters affecting entrepreneurs, executives and other high net worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

October 28, 2015
Philadelphia, PA

For more information, please email Alyssa Maurino.