Tax Planning for Retirement Accounts After the SECURE Act and CARES Act (from Annual Virginia Conference on Federal Taxation 2021) (Online Seminar)

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

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

FACULTY

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