Loading Events

« All Events

  • This event has passed.

PGRT – Recent Federal Tax Developments


Presenter: Charles “Skip” D. Fox IV, Partner, McGuireWoods LLP

June 3, 2020 @ 8:30 am 10:00 am

United States + Google Map
Free

In lieu of registration costs, please consider a donation to the The Associated. The needs of our community continue to grow as the COVID-19 pandemic expands. The Associated is positioned to respond quickly to these needs. Our Annual Campaign needs your financial support now more than ever. 

Location: Virtual Webinar, you will receive details after registration.

This federal tax update will provide an up-to-date, informative recap of important cases, rulings, regulations and legislation from the past 12 months. Topics to be discussed include gifts, valuation, charitable giving, income taxation and retirement benefits, with special attention being paid to the SECURE Act and the most recent developments of the CARES Act. 

Special thank you to PBMares, PGRT Gold Sponsor, for generously sponsoring this final PGRT Program.

This program is eligible for 1 hour of Continuing Education (CE) credits for:
AEP, CAP, CFP and CPA.

Registration for this virtual event is now closed. Questions or to register, contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.

Speaker


Charles D. “Skip” Fox IV
Skip Fox is a partner in the Charlottesville office of McGuireWoods LLP and the former chair of the firm’s Tax and Employee Benefits Department and Private Wealth Services Industry Group. Skip concentrates his practice in estate planning, estate administration, trust law, and charitable organizations. Skip has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. He was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Skip has contributed articles to numerous publications. He is the author or co-author of seven books on estate planning topics. Skip is a Fellow and a former President of the American College of Trust and Estate Counsel. Skip received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia. Skip’s wife, Beth, is a retired trust officer and they have two sons, Quent and Elm.

PGRT Gold Sponsor
PBMares

Upcoming Events


A Community Conversation about Jewish Early Childhood Education 

Join us for an interactive and engaging evening of discussion, play and problem-solving.Your input is important as we brainstorm ways to encourage more Jewish families […]

The Briefing Room: Inside the Middle East

Uprising in Iran: A Struggle Over Identity
Regional Guest: Meir Javedanfar Ph.D., Iranian-Israeli Lecturer, Author and Commentator

Lawyers’ Holiday Happy Hour

Join the Lawyers’ Division of The Associated for a holiday happy hour!

The EVENT – Featuring Alex Edelman’s ‘Just For Us’

Registration for The EVENT is now closed. We have reached capacity for our venue. If you would like to be added to our waitlist, please […]