June 20, 2017

Stuart Comstock-Gay - "What The DCF Is Up To and How Professional Advisors Are Central To The Work"

Stuart Comstock-Gay was appointed president and CEO of the Delaware Community Foundation in February 2016. Previously, he spent seven years as president and CEO of the Vermont Community Foundation, where he led the team in growing the VCF’s charitable assets and overseeing the foundation’s use of data to enhance the impact of philanthropic resources. Prior to joining the VCF, Stuart worked in states across the country to reduce barriers to voter registration and to encourage broad civic engagement, first as Executive Director of the National Voting Rights Institute and as director of the Democracy Program at Dēmos. Stuart also spent seven years in various leadership positions with the New Hampshire Charitable Foundation and 14 years with the ACLU, including 10 as executive director of the Maryland affiliate. He has served on the adjunct faculty at Marlboro College, teaching about nonprofit leadership, has written for numerous national publications, been a regular radio commentator, and spoken before hundreds of audiences on a wide range of foundation, democracy, voting rights, and civil liberties issues. Stuart holds a master’s degree in public administration from Harvard’s Kennedy School of Government and a bachelor’s degree in political science from Bucknell University.

May 16, 2017

John P. Quinn - "The DOL Fiduciary Rules: Where are We and What Should We Do Now?"

John P. Quinn is a partner in the Philadelphia office of O’Hagan Meyer, LLC.  John represents registered investment advisers, broker-dealers, registered and private funds and insurance agents in matters concerning transactions, compliance and civil and administrative litigation. John is a graduate of Villanova University and The George Washington University Law School.

April - Post-Tax Season Social

March 21, 2017

Mr. David Gregor is the Director of the Delaware Division of Revenue.  His talk will center on the economic, demographic and policy drivers responsible for the state's current fiscal challenges and thoughts on how to proceed and possible reform in how to fund governmental services in Delaware.

February 21, 2017

Mr. Patrick Carter, Director of Finance for the City of Wilmington "Current Issues in State and Local Tax Policy and Administration" 

Patrick Carter is the Director of Finance for the City of Wilmington, where he has served since the beginning this year, after 14 years as the Director of Revenue of the State of Delaware. 

As the City’s Director of Revenue, he manages the Budget Division, the Revenue Division, the Procurement Division, the Accounting Division and the Internal Service Divisions. In these roles, he has responsibility over the collection of $68 million in revenue; preparation of the operating and capital budgets; issuance of audited financial statements; issuance of municipal bonds; and management of the City’s computerized information systems.

From 2003 through 2016, he was the Director of the Delaware Division of Revenue, after seven years as the Deputy Director. 

He served an earlier term as City of Wilmington Finance Director from 1988 through 1993.  A certified public accountant, he has also worked for Coopers & Lybrand, J.P. Morgan Bank and Jacobs Engineering.

Patrick received his M.B.A. in Finance from Indiana University, Indiana and his B.S. in Accounting from University of Delaware. He is a member of the Delaware Society of CPA’s and has been President of the Federation of Tax Administrators.

January 17, 2017

Mr. Robert M. Elwood, Esquire - Montgomery McCracken Walker & Rhoads LLP

"Tax Proposals of the New Administration"

Mr. Elwood concentrates his practice on a wide range of matters involving tax aspects of investment management, business transactions, real estate, and corporate taxation.  He regularly counsels clients on the tax consequences of litigation. Bob has structured numerous mutual funds, hedge funds, private equity funds, and offshore vehicles. He has experience in structuring investments in REMICs, REITs, and MLPs, including investments by foreign investors. Bob has advised clients on FACTA and counseled them on tax treaty and withholding tax issues.

Bob has negotiated representations and indemnifications in acquisitions, representing both buyers and sellers for public companies, private businesses, and tax-exempt organizations. He has advised entrepreneurs and owners of start-up companies on tax planning ideas including entity formation and creating partnership and LLC agreements. Bob also has significant experience advising clients on issuing and investing in municipal bonds, including municipal derivatives.

Bob is a frequent speaker at the Investment Company Institute/Federal Bar Association Mutual Funds and Investment Management Conference, the American Bar Association’s Tax Section, and the American Law Institute. He has taught Corporate Finance at Yale Law School. Bob is a member of the 1940 Act Law Group.

Meetings are held on the third Tuesday of the Month at the University and Whist Club in Wilmington, Delaware.

Upcoming Meetings

Past Meetings