Thursday, June 1, 2023

8:30 Opening Remarks
8:40 Update on Tax Policy from Washington
Jeffrey Kummer, Deloitte Tax LLP / Washington DC
9:40 Break
9:50 Tax Issues of Being Self Employed / Worker Classification Rules
Karen M. Field, RSM US LLP / Washington, DC
10:50 Break
11:00 Tax Planning for Retirement Accounts after the SECURE Act 2.0
Christine Nguyen Piersall, Williams Mullen / Norfolk
12:00 Lunch Break
12:45 Merger and Acquisition Update
John M. Paris, Williams Mullen / Virginia Beach
Scott Zickefoose, Keiter CPA / Glen Allen
2:15 Break
2:30 Opp. Zones: Common Traps and How to Avoid Them
Laura E. Jones, Hunton Andrews Kurth / Richmond
Drew Hermiller, Hunton Andrews Kurth / New York, NY

3:30 Break
3:40 Real Life Ethical Issues in Everyday Tax Practice
Christopher S. Rizek, Caplin & Drysdale / Washington, DC
5:10 Closing Remarks
5:15 Adjourn
5:30 Reception

Friday, June 2, 2023

8:30 Opening Remarks
8:40 Federal Tax Update—Individual
Cassady V. Brewer, Georgia State University / Atlanta, GA
Bruce McGovern, South Texas College of Law Houston / Houston, TX
9:55 Break
10:05 Federal Tax Update—Business
Cassady V. Brewer, Georgia State University / Atlanta, GA
Bruce McGovern, South Texas College of Law Houston / Houston, TX
11:20 Break
11:30 Hot Topics in Partnership and Real Estate Taxation
Kendal A. Sibley, Hunton Andrews Kurth / Richmond
12:30 Lunch Break
1:15 Pass-Through Entity Tax: Where Are We Now? What’s in Store?
Lorilei J. Roberts, PBMares / Fairfax
2:15 Break
2:25 How Transaction Structuring Changes with a Partnership versus an S Corporation
Brian J. O'Connor, Venable LLP / Baltimore, MD
Steven R. Schneider, Stroock / Washington, DC

3:55 Break
4:00 Ethical Issues regarding Tax Information, Reporting, and Disclosures
Stephen W. Murphy, McGuireWoods LLP / Charlottesville
Bradley A. Ridlehoover, McGuire Woods / Richmond

5:00 Closing Remarks
5:15 Adjourn