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2015 Tax Law Update Series: Staying in Compliance with Employee Benefits, Foreign Assets and Investments

September 21, 2015

The attorneys of Montgomery McCracken’s Tax Practice invite you to join them for a complimentary seminar series on recent tax cases, rulings and regulations relevant to the needs and demands of your clients.  

Keeping your clients’ business in compliance with local, national and international tax rules and regulations involving employee benefits and foreign assets and investments is a challenging duty.  This session will examine these compliance challenges, as well as factors for accountants and financial service professionals to consider when advising their clients on employee benefits and foreign assets and investments. Continuing education credits will be provided.


Gary M. Edelson, Partner 

Gary concentrates his practice on issues related to income tax, taxation of pass-through entities, estate and gift tax, mergers and acquisitions, taxation of qualified plans and tax-exempt entities that invest in pass-through entities.  

Michael L. Epstein, Partner

Michael focuses his practice on employee benefits and executive compensation. He counsels plan sponsors, administrators, and plan fiduciaries on a daily basis regarding the requirements imposed by the Internal Revenue Code and ERISA. His practice focuses on tax-qualified retirements plans, health and welfare plans (including COBRA, FMLA, HIPAA, WCRA, MHPA and wellness programs), and executive compensation. 

Jonathan R. Flora, Partner 

Jonathan advises clients on federal, state and local tax issues. He has represented clients on tax planning and structuring for a broad range of transactions, such as joint ventures, mergers and acquisitions, divestitures, reorganizations, redemptions, liquidations, securitizations, issuance of securities, licensing, workouts and tax-free exchanges.

Who Should Attend
Financial Service Professionals

1.5 CPE Credits (PA)
1.5 CLE Credits (PA and NJ)

To register, click here.

For more information or questions, please contact Emilie Klenk at eklenk@mmwr.com or 215.772.7439.

September 21, 2015 at 5:30 PM – 8:00 PM

123 South Broad St.
Philadelphia, Pennsylvania
United States

CLE Credits : 1.5 Credits


September 21, 2015