BEPC Education Program: 2025 Tax Update after the Election
2 CFP Credits Approved
Sponsored by Glenmede Trust Company
AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program
ABOUT THE PROGRAM: 2025 Tax Update after the Election
Learning objectives:
(1) Understand the tax landscape for 2025 and potential changes
(2) Consider various planning techniques
ABOUT THE SPEAKER: Irene Estrada is a Managing Director, Private Company Services, PwC US.
Irene is a Tax Managing Director who serves as a national resource to our Private teams, specializing in estate, gift, and trust issues for ultra high net worth individuals. Irene has almost twenty-five years of experience advising clients on planning and consulting matters involving income and transfer tax, family business succession, and cross-border issues. She works on structuring trusts and wealth plans for tax efficiency.
Before joining PwC, Irene was a managing director with KPMG’s national tax office focusing on estate, gift and trust matters. She was also previously a vice president and senior wealth planner with PNC Wealth Management, where she provided advice on complex estate and other wealth planning issues. Irene started her career as a trusts and estates attorney at Covington & Burling. Irene is chair of the AICPA’s trust technical resource panel, a member of the section 199A task force and frequently is involved in comment letters to Congress, the IRS and Treasury. Irene is also a recipient of the AICPA’s Jonathan Horn Distinguished Service Award.
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, November 29, 2024.
