Taxation Committee

The role of the Tax Committee is primarily educational. Guest speakers are invited to monthly meetings to discuss specific areas of law that are of interest to the Committee. The Committee meets annually with representatives from the Internal Revenue Service and the Pennsylvania Department of Revenue to share knowledge about their respective trust and estate practices.

Meetings

Meetings are generally held the fourth Tuesday of the month at 8:15 am. Please contact the Committee Chair for further details.

Executive Committee

Chair

REBECCA ROSENBERGER SMOLEN
Bala Law group, LLC
One Bala Plaza – Suite 623
231 St. Asaphs Road
Bala Cynwyd, PA 19004
(610) 624-3391
(610) 910-3891(fax)
rebecca@balalaw.com
www.balalaw.com

Taxation Committee Minutes

• Meeting Handouts - October 22, 2013
  • Tax Update
  • Tax Committee Notes
  • Pennsylvania Realty Transfer Tax - No. RTT-04-020 - Transfer to Revocable Trust

• Meeting Handouts - September 24, 2013
  • Tax Update
  • Section 1411 - "Medicare" Tax on NET Investment Income
  • Rev. Rul 2013-17

• Meeting Handouts - June 25, 2013
  • Tax Update
  • Estate Planning and Florida Law - Speech Outline - June 2013

• Meeting Handouts - May 21, 2013
  • Tax Update
  • The Federal Estate Tax Return: Dealing with Portability and other Preparation Pointers Philadelphia Bar Association’s Probate & Trust Section’s Tax Committee May 21, 2013
  • House Bill No. 440

• Meeting Handouts - March 28, 2013
  • Tax Update
  • Gift Tax Returns - Form 709

• Minutes - January 22, 2013
  • Handout - Tax Update

• Minutes - October 23, 2012
  • Handouts

• Tax Update - September 2012

• Selected Topics in Philanthropy & Tax-Exempt Organizations - September 24, 2012

• Agenda plus Handouts - March 27, 2012
  • Wilmington Trust Year End Letter Handout
  • Estate Planning Magazine September 2011 Article Handout

• Minutes - October 4, 2011

• Minutes - October 5, 2010

• Tax Committee Meeting Notes - December 7, 2010 - Guest Speaker: IRS official John Darazsdi
  • IRS Estate and Gift General Program and Return Information

Taxation Committee Podcasts

• Daniel R. Ross on the federal estate tax after 2009 at the Nov. 3, 22009 meeting of the Probate and Trust Law Section's Tax Committee.

• Mark Blaskey on estate planning with S corporations and closely held business assets at the April 7, 2009 meeting of the Taxation Committee of the Probate Section

• Dick Nenno on the advantages of using Delaware law in estate planning at the June 2, 2009 meeting of the Probate and Trust Law Section's Tax Committee

• Tax Developments in International Estate Planning by Paula Jones, Esq., of McCarter & English. Jun 2 ‚Äì Trust Decanting and Select Issues in Delaware ..