February Evening Cocktail Hour and Dinner
Join us for our popular Hors D'oeuvres Social with networking and hors d'oeuvres from 5-6 pm, buffet station dinner and our speaker at 6:30-7pm.
"What We're Talking About In The Tax World In 2024"
An overview at what tax practitioners can expect in 2024, including:
- The impact of notable cases in 2023 (like Bittner and Moore);
- Changes in the law (including CTA/BOI reporting);
- Targeted areas of IRS compliance like FBARs and crypto; and
- ERC program updates
with special guest speaker Kelly Phillips Erb @therealtaxgirl
As featured in Forbes:
I focus on tax law including tax planning and tax controversy matters. My goal is to help taxpayers get compliant and stay out of trouble.
I earned my J.D. and LL.M. in Taxation from Temple University School of Law in Philadelphia, PA. While at law school, I interned in the federal estate and gift tax attorney division of the IRS, and participated in the review and audit of federal estate tax returns.
I started writing using the moniker Taxgirl years ago and love making complicated information accessible to taxpayers and tax professionals.
I hate lists of awards but do have a few that I'm particularly proud of, including the Philadelphia Business Journal "40 under 40" and being named one of the Global Tax 50 by the International Tax Review for my "tireless and passionate tax reporting."
I love to travel with my family and spend much of my time explaining to the kids why we can’t move to Europe—this week.
Kelly Phillips Erb is Tax Counsel for White & Williams, LLP where her primary
practice area is tax law including trusts and estates; domestic and international
tax planning; and tax controversy matters including delinquencies. She likes to
say that she helps taxpayers get and stay out of trouble.
She earned her J.D. and LL.M. in Taxation from Temple University School of Law in
Philadelphia, PA. While at law school, Kelly interned in the federal estate and gift
tax attorney division of the IRS, where she participated in the review and audit of
federal estate tax returns.
This year, Kelly has returned to writing tax news and analysis for Forbes. She was
previously a staffer at Bloomberg Tax where she wrote and helped other tax
professionals share tax stories. Kelly’s articles and interviews have appeared in a
wide range of media outlets including CNN Money, National Public Radio’s
Marketplace, BBC, Time, Forbes Magazine, Esquire, Martha Stewart’s Living, the
Philadelphia Inquirer, and the ABA Journal. She has also been featured alongside
former IRS Commissioner Charles Rossotti, Steve Forbes and Ron Paul in a tax
documentary, “An Inconvenient Tax,” earning her a spot in the IMDB.
Kelly is a member of the bar of Pennsylvania and is licensed to practice in front of
the U.S. Tax Court. She is an active member of the Pennsylvania Bar Association
(PBA) and served for many years on the PBA Solo and Small Firm Practice
Section Council as an officer. She is a regular speaker at tax events for
organizations including the PBA, AICPA, and NAEA, and has appeared on a
number of podcasts. Kelly’s own podcast lives on the popular Taxgirl blog, which
has been recognized by the ABA Journal as one of the top blogs written by
lawyers.
Kelly received the “40 under 40" award in 2012, which recognizes young
professionals in the Delaware Valley as determined by the Philadelphia Business
Journal. In 2013, she was named as one of 23 Main Line Today’s “Power Women”
which celebrates women making an impact in the region, and a year later, she
received the inaugural Pennsylvania Bar Association Solo and Small Firm Practice
