"New Matters in Gift and Estate" Sponsored by Quantum Realty Advisors, Inc.
Special Thanks to our November Sponsor:
Speaker Information:
James F. Hogan
Managing Director
Andersen Tax
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.
James is an instructor for the Georgetown University Law School Graduate Tax Program and he has been a guest panelist for the District of Columbia Bar, California Bar and American Institute of Certified Public Accountants, discussing estate tax planning issues.
James will be presenting on New Matters in Gift and Estate with sections also covering recent developments in section 2036 and private letter rulings.
We will join the Palm Beach Tax Institute at Ruth's Chris Steak House, in the Main Dining Room.
Schedule of Events:
5:30 Check-In, Cocktails and Networking
6:30 Dinner/Program Begins
8:00 Program Concludes - Dessert at table or take to go