Description

This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax, including updates related to tax guidance for the Coronavirus pandemic, CARES Act, and the Secure Act.

The AICPA Trust, Estate and Gift Tax Technical Resource Panel (TRP) of experts will answer questions about the latest developments. Attendees will have the opportunity to exchange ideas with the TRP representatives and their conference peers.

Learning Objectives:
· Learn about various legislative and regulatory proposals and the potential impact on one's practice in the trust, estate and gift tax areas.
· Become familiar with the latest developments and emerging issues in the trust, estate and gift tax areas
· Learn what the AICPA is advocating for members with the IRS, Treasury and Congress in the trust, estate and gift tax areas

Speaker(s):

• Eileen Sherr, CPA, CGMA, MT, Director – AICPA Tax Policy & Advocacy, AICPA
• Ted R. Batson, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP
• Ms Mary Kay Foss, CPA, CPA, Mary Kay Foss CPA
• Brian T. Whitlock, CPA/JD/LLM, Attorney at Law, Brian T. Whitlock, P.C.