ABA 2024 Midyear Tax Meeting - McDermott Will & Emery

ABA 2024 Midyear Tax Meeting

Overview


Katy Crafton Fluet, Erin Fraser and Allison Wilkerson were speakers at the American Bar Association (ABA) 2024 Midyear Tax Meeting in San Francisco, California. The annual event brings together attorneys and government officials to discuss the latest federal, state and local tax policies through a wide variety of in-depth programs.

Katy and Erin presented on the session, “No Exemption Left Behind,” which discussed discrepancies between the estate/gift tax exemption and the generation-skipping transfer (GST) tax exemption and planning options that take these discrepancies into account so that no exemption is wasted.

Allison presented on the session, “Employee Benefits ESOP Update,” which reviewed employee stock ownership plan (ESOP) sustainability alternatives being considered by “mature” ESOPs that are looking to ensure ongoing benefits for current and future participants. The panel discussed recent case law filed by private plaintiffs raising concern about “releveraging” practices and considerations for anticipated regulatory updates.

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Dig Deeper

Chicago, IL / McDermott Event / May 14 – 15, 2024

Tax Symposium 2024

Webinar / Speaking Engagements / May 14, 2024

Demystifying Non-Qualified Deferred Compensation Plans

Webinar / Speaking Engagements / May 14, 2024

The Lifecycle of an ESOP Transaction

Houston, TX / Speaking Engagements / May 14, 2024

TEI Houston Chapter 2024 Tax School

Washington, DC / Speaking Engagements / May 7 – 10, 2024

The ESOP Association National Conference 2024

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