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
Co-Chairs
Brian Gilboy
Gilboy & Gilboy LLP
730 Two Logan Square
100 N. 18th St.
Philadelphia, PA 19103
(267) 861-0531 ext. 2
bgilboy@gilboylaw.com
Robert M. Maxwell
Glenmede
1650 Market Street, Suite 1200
Philadelphia, PA 19103
(215) 419-6914, (215) 640-3753 (fax)
robert.maxwell@glenmede.com
Taxation Committee Minutes
- Meeting Handouts - October 27, 2015
- Meeting Handouts - May 19, 2015
- May Tax Update
- Wendi L. Kotzen of Ballard Spahr, LLP presented on Realty Transfer Tax
- Meeting Handouts - March 25, 2014
- Tax Update
- Discussion Outline - Impact of Portability and Increased FET Exemption
- Meeting Handouts - February 25, 2014
- Tax Update
- Charles Bender's presentation on PA Inheritance Tax Exemption for Interests in Qualified Family Owned Businesses
- PA Schedule CCB
- PA Inheritance Tax Return Schedule O
- An Article authored by Charles Bender in the Real Property, Probate & Trust Law Section Newsletter
- Meeting Handouts - January 28, 2014
- Tax Update
- 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
- Agenda plus Handouts - March 27, 2012
- Wilmington Trust Year End Letter Handout
- Estate Planning Magazine September 2011 Article Handout
- Tax Committee Meeting Notes - December 7, 2010 - Guest Speaker: IRS official John Darazsdi
- IRS Estate and Gift General Program and Return Information