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 Trust, Estate and Gift Tax Technical Resource Panel
Type Of Group:Panel
Status:Appointments Confirmation
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, TedMemberYes2
Estrada, IreneMemberYes2
Medina, JosephMemberYes1
Rudegeair, MichaelChairYes5
Schafer, FrancesMemberYes3
Sherr, EileenStaff LiaisonYes21
Thomas, RyanMemberYes4
Thorman, SandiMemberYes3
Ugent, PeggyImmediate Past ChairYes7
Warley, CarolMemberYes2
Whitlock, BrianMemberYes3