2021 Schedule

Thursday, June 3, 2021

8:30 Introductory Remarks
8:40 Update on Tax Policy from Washington
Jeffrey Kummer
9:40 Break
9:50 Opportunity Zone Planning and Troubleshooting
Jenny H. Connors
10:50 Break
11:00 Bitcoin and Cryptocurrency
Michael A. Meisler, Thomas M. Shea
12:00 Lunch Break
1:00 PPP Loan Forgiveness: 2021/2022 Consequences of 2020 Decisions
Olga A. Loy, Todd G. Betor
2:00 Break
2:10 Succession Planning in the Closely Held Business
Harold G. Martin, Jr., Asif Charania
3:10 Break
3:20 Ethical Considerations in Representing Business Owners and Their Families Regarding Their Estate Plans and Related Matters
J. Lee E. Osborne
4:20 Closing Remarks
4:30 Adjourn

Friday, June 4, 2021

8:30 Opening Remarks
8:40 Federal Tax Update—Individuals
Cassady V. Brewer, James M. Delaney, Bruce McGovern
9:40 Break
9:50 Federal Tax Update—Business
Cassady V. Brewer, James M. Delaney, Bruce McGovern
10:50 Break
11:00 Tax Planning for Retirement Accounts After the SECURE Act and CARES Act
Christine Nguyen Piersall
12:00 Lunch Break
1:00 Employee Benefits in Times of COVID-19
Karen M. Field
2:00 Break
2:10 Estate Planning Update: An IRS Scouting Report
Michael H. Barker
3:10 Break
3:20 QSBS: Quest for Quantum Exclusions (Queries, Qualms, Qualifications & QOZ)
Paul S. Lee
4:20 Closing Remarks
4:30 Adjourn