12 Nov.

Essential tax and wealth planning: Creating a vision to thrive

Private Companies

Thursday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will gain important insights on evolving tax policies and regulatory guidance and consider ways that those insights assist them in their tax planning.

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Key takeaways

Host: Kirsten Vosen, partner, Deloitte & Touche LLP

1 Overview CPE credit | Taxes

Creating a vision for tax planning in 2020 remains important amidst the current landscape.  What should private companies and families know to help plan so they not only recover from these events, but also thrive? We’ll discuss:

  • Tax policy based on results of the upcoming presidential election.
  • Tax planning related to the deductibility of losses and interest expenses based on recent regulatory guidance.
  • Year-end income and wealth transfer tax planning arising from recent tax guidance and the current economic climate.


Meet the speakers

Kirsten Vosen

Kirsten Vosen

US Deloitte Private Audit & Assurance Leader

With more than 30 years of audit and accounting experience, Kirsten Vosen serves as the Audit & Assurance Private leader, focused on strategic growth in the private segment. In addition, Kirsten serves as the Partner in Charge of Private Company Matters in the National Office Audit Group at Deloitte & Touche LLP. In this role, she is charged with leading the consultation and rollout of our Private Audit Methodology, including leadership involvement in our private company centers of excellence and a variety of global transformation efforts.

Eddie Gershman

Eddie Gershman

Managing Director | Deloitte Tax LLP

Eddie specializes in tax and financial planning for high net worth individuals, family offices, and C-suite executives. He is the Individual Income Tax Competency technical leader and serves clients in the Private Wealth sector of the Investment Management industry practice. He works closely with Deloitte tax specialists worldwide to track and analyze technical developments and help clients understand and plan for them. Eddie is a frequent speaker at events sponsored by Deloitte and other organizations including the American Institute of CPAs (AICPA) and Money Management Institute. He is a member of the AICPA Individual and Self-employed Technical Resource Panel through which he regularly contributes to The Tax Adviser. He also leads the team that produces the chapters on individual taxation in Deloitte Tax’s annual Essential tax and wealth planning guide. In addition to his tax endeavors, Eddie is active in his community where he has held multiple leadership positions on the Near North Montessori School board of directors and was previously a board member of the Center for Economic Progress. Eddie holds a BS in accounting from Indiana University.

Craig Janes

Craig Janes

Partner | Deloitte Tax LLP

Craig has extensive experience in general estate, gift, and trust planning with an emphasis in transfer tax compliance, transfer tax controversies, estate administration and termination, and estate tax financing. Craig also specializes in generation-skipping transfer taxation, investment dispositions, transfer tax valuation, fiduciary income taxation, and the use of family limited partnerships. Craig is a frequent speaker and author on various topics including new technical developments in the estate, gift, and trust area; generation-skipping taxation; family limited partnerships; grantor retained annuity trusts; and estate and gift tax return risk management. Craig is an editorial board member of and frequent contributor to Estate Planning. He is the co-author of Bloomberg BNA Tax Management Portfolio “Estate, Gift, and Generation-Skipping Tax Returns and Audits,” No. 822. Craig has a Bachelor of Arts in accounting from Utah State University and a Master from the University of Texas.

Jeffrey Kummer

Jeffrey Kummer

Managing Director | Tax Policy | Deloitte Tax LLP

Jeff has more than 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the US Congress, the Internal Revenue Service and Treasury Department, and the federal courts to Deloitte and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the US deficit and prospects for fundamental tax reform. His Capitol Hill experience includes working on tax and budget issues for former US Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.

Dbriefs resources

Thursday, 12 Nov 2020 02:00 p.m. ET
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