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Tax Section to host September 22-25 Virtual Fall Meeting

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Tax Section logoThe Tax Section has scheduled its first-ever virtual Fall Meeting and CLE event for September 22-25.

Tax Section division and committee meetings will be conducted via on Zoom. Registration opens soon. Although registration is required to receive the Zoom meeting information, there is no cost to participate. Organizers have made the meeting schedule as convenient as possible for section members by spacing out meeting times, building in networking opportunities and offering participation in virtual games.

The meeting of the Tax Section and Executive Council is scheduled for Thursday, September 24, from 4 – 5 p.m. The section will be voting on any actions within the purview of the section, including bylaws amendments, and the executive council will be voting on ratifying certain actions of the section’s directors’ committee taken during the July organizational meeting.

The all-day CLE seminar that traditionally is held in conjunction with the Fall Meeting is scheduled for Friday, September 25, from 9 a.m. – 4:20 p.m. “Practical Estate Planning in Uncertain Times” will be a live InReach webcast and registrants will have on-demand access to the program for 90 days. Presenters will share real-world tactics that can address clients’ concerns during this time of fear and unrest — from planning with retirement accounts under the CARES and SECURE acts to creative uses with grantor and non-grantor trusts and the effects of the current political and interest-rate environments.

Various presentations will focus on how to plan with the higher gift and estate tax exemptions before they sunset as early as the end of this year. The CLE will benefit all tax professionals who are seeking creative, practical strategies in the “new normal” world of estate planning. The course is approved for 8 General CLE credits, 8 each Elder Law; Tax; Wills, Trusts & Estates certification credit.

For more information, contact Tax Section Program Administrator Leslie Reithmiller at [email protected].

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