Category: AICPA

Peggy Ugent Presents at AICPA Conference

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On June 13, Tax and Accounting Director Peggy Ugent was a featured speaker at the American Institute for Certified Public Accounts’ 2017 Advanced Estate Planning Conference in Las Vegas, Nevada.  Her presentation, entitled “Looking Beyond our Borders – U.S. Income, Estate and Gift Tax Implications,” examined the complexities surrounding U.S. taxation and the reporting requirements of individuals and businesses with cross-border activities. You can click here to download her presentation.

Ms. Ugent, who is the Vice-Chair of the AICPA’s Trust, Estate and Gift Technical Resource Panel, also joined other members of the panel on the morning of June 15 for the AICPA Trust, Estate & Gift Tax Policy & Advocacy Update.

Peggy Ugent Named Vice Chair of AICPA Panel

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It is our great pleasure to announce that Peggy Ugent, our accomplished Tax & Accounting Director, has added another title to her résumé: Vice Chair of the American Institute of Certified Public Accountants’ (AICPA) Trust, Estate and Gift Technical Resource Panel. The 10-person panel monitors legislative and regulatory activity, meets with technical staff at the Internal Revenue Service, the Department of the Treasury, and other professional groups in order to collaborate and help guide policy, and supports the AICPA membership by developing products and services to assists members in tax practice.

Ms. Ugent’s panel recently contributed to the AICPA’s response to proposed IRS regulations regarding the basis of property acquired from an estate, and an executor’s related reporting requirements. The panel’s comments were published in an article in Tax Analysts, which we are proud to share here.

Firm News from 2009

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December
On December 3-4, Cindy Grossman presented at the 38th Annual Oklahoma Tax Institute hosted by the Oklahoma Society of CPAs.

September
Leslie Giordani and Derry Swanger were named to the Texas Super Lawyers list for 2010, as published by Super Lawyers magazine. Super Lawyers represent the top 5% of lawyers in the state, as determined by Law & Politics magazine. Each attorney is featured in the Texas Super Lawyers Edition in the October issue of Texas Monthly magazine.

July
Leslie Giordani, Derry Swanger, and Michael Ripp were selected for inclusion in Best Lawyers in America © 2010 by Woodward White, Inc.

Peggy Ugent presented “U.S. Tax and Information Reporting for Foreign Trust and Entity Structures” at the American Institute of CPAs Advanced Estate Planning Conference in San Diego. The conference was held July 20-22. 

Cindy Grossman was named to the Texas Rising Stars list for 2009, as published by Super Lawyers magazine. This is Cindy’s first year to be selected to the Rising Stars list, which represents the top 2.5% of up-and-coming lawyers in the State of Texas, as determined by Law & Politics magazine.

April
Partners Leslie Giordani, Derry Swanger, Michael Ripp, and Steve Phillips, as well as senior directors Bob Chesner and Peggy Ugent, continue their practice as a new firm–Giordani, Swanger, Ripp & Phillips, LLP. GSRP will continue to offer superb client service while providing top-rate legal advice in a broad range of transactional practice areas.