Thursday, June 2, 2022

8:30 Opening Remarks
8:40 Update on Tax Policy from Washington
Jeffrey Kummer, Deloitte Tax LLP / Washington DC
9:40 Break
9:50 Meeting the Liquidity Challenge—How to Weave, Bob, Hop, Skip, and Jump When Administering an Estate with Illiquid Assets
William I. Sanderson, McGuireWoods LLP / Washington, DC
Farhan N. Zarou, McGuireWoods LLP / Washington, DC

10:50 Break
11:00 Tax Issues of Working at Home/Remote Work
Karen M. Field, RSM US LLP / Washington, DC
12:00 Lunch Break
1:00 Recent Developments in Virginia Taxation Through the Eyes of a SALT Practitioner
Craig D. Bell, McGuireWoods LLP / Richmond
2:30 Break
2:45 Recent Estate and Gift Tax Developments
Samuel A. Donaldson, Professor of Law, Georgia State University College of Law / Atlanta, GA
4:15 Closing Remarks
4:30 Adjourn

Friday, June 3, 2022

8:30 Opening Remarks
8:40 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
9:40 Break
9:50 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
10:50 Break
11:00 Tax Planning of Distributions from IRAs and Retirement Accounts
Christine Nguyen Piersall, Williams Mullen / Norfolk
12:00 Lunch Break
1:00 Accounting Methods Updates
Carol Conjura, KPMG LLP / Washington, DC
2:00 Break
2:10 Cryptocurrency Taxation – A Primer
James Hamon, PBMares, LLP / Rockville, MD
3:10 Break
3:20 General Strategies for Charitable Giving After 2017 Tax Act and the COVID Relief Legislation
Bradley A. Ridlehoover, McGuireWoods LLP / Richmond, VA
4:20 Closing Remarks
4:30 Adjourn