Bridgeford Trust is excited to once again co-sponsor and speak at McKonly & Asbury’s upcoming Collaborate 2019 Conference. McKonly & Asbury is an accounting, consulting, and tax firm headquartered in Harrisburg, Pennsylvania that provides advisory, assurance, entrepreneurial, internal audit, professional placement, and tax services to many of the MidAtlantic region’s largest and most well-known companies and organizations. This 7th annual conference incorporates a keynote, general sessions, and a variety of breakout sessions for attendees to choose from. It is taking place on Thursday, November 7, 2019 at the Sheraton Harrisburg-Hershey Hotel from 7:30am-5:00pm.
Conference Keynote: Eric Maddox, Lead Interrogator in the Saddam Hussein Capture
Staff Sergeant Maddox conducted over 300 interrogations and collected the intelligence which directly led to the capture of Saddam Hussein. Eric has honed his systematic methods of creating influence in hostile environments but has found they are equally as useful in building or retaining business relationships. Eric’s keynote presentation – Trust Through Empathy Based Listening – shares the psychology of influence and how he believes it can be created in any environment.
Bridgeford Trust’s Breakout Session: “Powerful Tax Planning Opportunities Using Trusts”
David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford will be presenting in an afternoon breakout session on the “Powerful Tax Planning Opportunities Using Trusts.” As you may be aware from previous posts and webinars, Bridgeford has presented extensively on the Supreme Court’s recent important, and unanimous, decision striking down North Carolina’s attempt to tax undistributed income of a resident trust properly sitused and administered in a no-income tax state like South Dakota. Indicating that to do so is a violation of due process, the Court’s decision is an important affirmation and validation of powerful state tax planning tools available in no-income tax jurisdictions.
This session will explore practical applications of the Supreme Court’s decision and various tax planning strategies using trusts. It will also compare “top tier” trust jurisdictions and factors that distinguish them when selecting where to establish a trust.
For more information on the day’s events and to register, visit https://collaborate2019conference.eventbrite.com. We hope to see you there!
