72nd Annual Virginia Conference on Federal Taxation 2021 (Day Two) (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 0.0

MCLE Credit: 6.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $299 (Includes a downloadable audio version.)
Viewable Through: 6/30/2023

Information

A pre-recorded streaming VIDEO replay of day two from the two-day June 2021 webcast seminar, 72nd Annual Virginia Conference on Federal Taxation.


Virginia’s Premier Tax Conference for Attorneys and Accountants

Sponsored by The Virginia Tax Foundation

Hear some of the nation’s leading authorities in the area of taxation law and practice.

2021 CONFERENCE HIGHLIGHTS (DAY TWO)

  • Federal Tax Updates—Individuals and Business
  • Tax Planning for Retirement Accounts After the SECURE Act and CARES Act
  • Employee Benefits in Times of COVID-19
  • Estate Planning Update: An IRS Scouting Report
  • QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)
 
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Schedule

COURSE TOPICS

Friday, June 4

Federal Tax Update—Individuals
Cassady V. Brewer, Georgia State University / Atlanta, GA
James M. Delaney, University of Wyoming College of Law / Laramie, WY
Bruce McGovern, South Texas College of Law Houston / Houston, TX
Federal Tax Update—Business
Cassady V. Brewer, Georgia State University / Atlanta, GA
James M. Delaney, University of Wyoming College of Law / Laramie, WY
Bruce McGovern, South Texas College of Law Houston / Houston, TX
Tax Planning for Retirement Accounts After the SECURE Act and CARES Act
Christine Nguyen Piersall, Williams Mullen / Norfolk


The SECURE Act eliminated the “stretch-IRA” for all but “eligible designated beneficiaries.”  This presentation will discuss estate and tax planning for retirement accounts to handle post-death income tax implications. In addition, it will address the CARES Act coronavirus relief for withdrawals from retirement accounts.

Employee Benefits in Times of COVID-19
Karen M. Field, RSM US, LLP / Washington, DC


The changes arising from COVID-19 restrictions affected all sorts of companies.  These changes prompted IRS, Congress, and even the states to add or change rules to try to help companies deal with the effects.   This session will discuss changes in laws to provide a multitude of payroll tax credits, changes in rules to help restaurants (and companies that use restaurants), broad use of “disaster” payments to employees, and companies and states wrestling with the dispersal of employees while they work remotely and how companies can deal with and support employees while they work remotely.

Estate Planning Update: An IRS Scouting Report
Michael H. Barker, McGuireWoods / Richmond


This presentation will outline and analyze themes and trend lines in the areas (within the estate planning world) where the IRS is most intensely focused.  The areas of focus, and the leniency or aggressiveness of the IRS within each, may surprise you.

QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)
Paul S. Lee, The Northern Trust Company / New York, NY


Qualified Small Business Stock (QSBS) under Section 1202 is not just for tech companies anymore.  It’s time to reconsider QSBS because the new tax act has paved the way for closely held companies to benefit “bigly.”  QSBS provides an exciting array of benefits (and a surprising alternative) for owners of new and pre-existing business (large and small): (i) 100% gain exclusion on sale; (ii) tax-free rollover of gains; and (iii) a chance to “stack” (multiply) and “pack” the exclusion by 10 times (maybe more).  While the benefits of QSBS are straightforward, the qualifications and questions surrounding QSBS planning are far from it.  This presentation will discuss planning opportunities and other issues, including how QSBS can be combined with QOZ Investments, complications with SPAC mergers, unanswered questions, potential pitfalls, and best practices in the quest for quantum QSBS exclusions.

Faculty

FACULTY

Michael H. Barker, McGuireWoods / Richmond
Cassady V. Brewer, Georgia State University / Atlanta, GA
James M. Delaney, University of Wyoming College of Law / Laramie, WY
Karen M. Field, RSM US, LLP / Washington, DC
Paul S. Lee, The Northern Trust Company / New York, NY
Bruce McGovern, South Texas College of Law Houston / Houston, TX
Christine Nguyen Piersall, Williams Mullen / Norfolk

PLANNING COMMITTEE


L. Michael Gracik, Jr., Co-Director
Keiter/ Glen Allen

D. French Slaughter, III, Co-Director
Charlottesville

David M. Chase, Jr.
Wall, Einhorn & Chernitzer, PC / Norfolk

Michael Doran
University of Virginia School of Law / Charlottesville

Cecelia P. Horner
Hunton Andrews Kurth LLP / Richmond

Lawrence J. Martin
Hantzmon Wiebel LLP / Charlottesville

Professor Susan L. Porter
University of Virginia McIntire School of Commerce / Charlottesville

Thomas P. Rohman
McGuireWoods LLP / Richmond

Jeri K. Seidman
University of Virginia McIntire School of Commerce / Charlottesville

Bruce C. Stockburger
Gentry Locke / Roanoke

Professor Ethan Yale
University of Virginia School of Law / Charlottesville

TRUSTEES EMERITUS


George C. Howell, III
Hunton Andrews Kurth / Richmond

Thomas R. White
University of Virginia School of Law / Charlottesville

George K. Yin
University of Virginia School of Law / Charlottesville 

Locations, Dates and Fees

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