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 Trust, Estate and Gift Tax Technical Resource Panel
Type Of Group:Panel
Status:Applications Complete
Classification:Tax
Reports To:Tax Executive Committee
# Of Meetings:2
Proposed # Of Members:10
# Of Vacancies:3
Current Chair:Michael Rudegeair
Staff Liaison(s):Eileen Sherr
 
 Group Objective
Monitor legislative and regulatory activity related to trust, estate, and gift tax matters. Suggest areas for modifications to simplify and clarify trust, estate and gift and generation skipping transfer tax provisions. Provide oversight for task forces created to address improvements to tax law, regulatory rules and tax process relating to trust, estate, and gift tax matters. Maintain appropriate relationships with the IRS, Treasury, Congress and other government officials. Collaborate with other organizations, such as the American Bar Association and the American Bankers Association, as appropriate. Act as a resource to assist the other committees, technical resource panels and task forces, as appropriate, on trust, estate and gift tax matters, including collaborating with other AICPA groups (e.g., Personal Financial Planning division).
 
 Qualifications
CPA or work for a CPA firm, expertise and experience in trust, estate, and gift taxation, public speaking, writing, interest in tax policy

Current Group Members
MemberRole©Yrs Of Svc
Batson, TedMemberYes3
Estrada, IreneVice ChairYes3
Hinson, LauraMemberYes1
Medina, JosephMemberYes2
Roe, BradleyMemberYes1
Rudegeair, MichaelChairYes6
Schafer, FrancesMemberYes4
Sherr, EileenStaff LiaisonYes22
Thorman, SandiMemberYes4
Warley, CarolMemberYes3
Whitlock, BrianMemberYes4