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June Virtual Roundtable Breakfast: Members Only *
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 Export to Your Calendar 6/3/2020
When: Wednesday, June 3, 2020
From 7:30 AM - 9:30 AM
Contact: Michaela Sawicki

Online registration is available until: 6/3/2020
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BEPC Members Virtual Roundtable Breakfast


7:30 AM to 8:00 AM Log-In and Open Networking (Open Video and BEPC Backgrounds optional)
8:00 AM to 8:15 AM Opening Remarks
8:15 AM to 9:30 AM Roundtable Sessions (Open Video and BEPC Backgrounds optional)


*BEPC continues to closely monitor the COVID19 situation. The tough decision has been made to offer this event virtually. We thank you in advance for your understanding. We look forward to seeing our BEPC members on June 3rd!

Roundtable Session Descriptions

(NEW) Session 1: 
Lifetime Planning on Death’s Door

Jaclyn S. O'Leary, Day Pitney LLP

Description: This discussion will focus on opportunities for income and estate tax planning for clients who are nearing the end of their lives. It will also cover practical steps to take in order to make sure that clients’ wishes are carried out and unpleasant surprises are minimized.  Given the current environment, preparing and planning for imminent death may be critical in certain situations and, as advisors, it is important to understand the opportunities and actions that may be valuable to our clients during that difficult time.

Category of Track:Legal

Level of Track:Technical

Session 2: 
So, Your Client Has Dementia—Now What?

Tiffany O’Connell, Esq., O’Connell Law LLC

Description: According to the Alzheimer’s Association, approximately 5.8 million Americans age 65 and older have Alzheimer’s disease. Alzheimer’s disease, which is the most prevalent form of dementia, is the 6th leading cause of death in the United States. Dementia affects those impacted by it in a myriad of ways. There is no norm.Knowing this, how do we, as trusted advisors:

• Help the client dealing with dementia?
• What are our duties and responsibilities to the client?
• How can we empower the client so that the client can lead a fulfilling life and help support the client as more care is needed?

Counseling those impacted by dementia involves not only having a technical professional background but also being able to serve as a counselor and guide. This roundtable discussion will explore the intersection of these sometimes conflicting roles and delve into how to help this vulnerable population best.

Category of Track:Legal

Level of Track:Technical

Session 3: Tax Responses to COVID-19: Does the Government really CARE?

ita Ryan, Esq., Vacovec, Mayotte & Singer LLP

Description: This panel will discuss the tax response to COVID-19 including: the July 15th filing and payment (return and Q1+Q2 estimated tax payment) extension, small business relief, the temporary removal of the limitation on the use of NOLs, the allowance of a five-year carryback for post-2017 tax year NOLs, and the effect of NOLs on GILTI and FDII deductions. We will also discuss the tax implications of the CARES Act for both international and domestic taxpayers including the examination of current OECD Guidance on Tax Treaty Issues relating to cross-border workers affected by COVID-19 – topics include tax residency status of individual workers in light of travel and related disruptions resulting from COVID-19, permanent establishments for entities by virtue of new “work from home” situations, and determination of corporate residence (i.e. is this now a U.S. Trade or Business?)

Category of Track: Tax

Level of Track: New Developments

Session 4: How to Prudently Evaluate Portfolios - Before, During or After a Market Crisis

Preston McSwain, FWP Partners

Description: Topics that will be discussed during this session include - 

  • The Importance of Having an Investment Policy Statement
    • Without one it is difficult to have a road map for evaluation
  • Setting Allocation Targets with Maximum and Minimum Ranges
    • It is prudent to set long-term targets before investing or making changes
  • When to Rebalance or Make Changes
    • The importance of setting maximum and minimum targets for each asset class
  • Proper Benchmarking
    • Apples to apples comparisons are important
  • Alternative Asset Classes
    • Basics on how to evaluate and monitor alternative asset managers
    • Understanding how returns, volatility and correlations are calculated and presented can be key
  • The Power of Keeping it Simple
    • How controlling costs and reducing complexity has consistently outperformed even top endowments

Category of Track: Financial
Level of Track: New Developments

Session 5: Early Bird Gets the Worm…Planning Ahead to Enhance Transaction Outcomes

Rawson Hubbell, Merrill Lynch

Description: This session will focus on advising clients who might be in “pre-transaction planning” mode; and are considering their tax, wealth transfer, and philanthropic options. We will look at case studies involving sales or gifts of privately held and pre-IPO business interests—incorporating the use of trusts, charitable vehicles and income tax-saving techniques; especially in light of current tax, interest rate and valuation dynamics.

Category of Track: Tax
Level of Track: New Developments

*IMPORTANT: When completing registration, please select only ONE session to attend. Each attendee will be pre-assigned to a breakout room one day prior to the start of the Roundtable. Changes to selection will not be available day of. Please reach out to with any questions.*

*This event is for BEPC members only. If you are interested in becoming a member of BEPC, see hereThere is no registration fee required for this event*

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.

BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board for CE credit.

*To view the full list and descriptions for BEPC Educational Tracks, click here.

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