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October Virtual Roundtable Breakfast: Members Only *
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 Export to Your Calendar 10/27/2020
When: Tuesday, October 27, 2020
From 8:00 AM to 9:30 AM
Contact: Michaela Sawicki

Online registration is available until: 10/27/2020
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BEPC Members Virtual Roundtable Breakfast


8:00 AM to 8:30 AM - Opening Remarks & Sponsor Messages
8:30 AM to 9:30 AM Roundtable Sessions (Open Video and BEPC Backgrounds optional)



Roundtable Session Descriptions

Session 1Dispatches from the IRS Office of Appeals-An update on developments at the IRS and significant 2020 gift and estate case law, including a summary of valuation trends

Moderator:  Audrey Young, McLane Middleton

Description:  2020 is an unprecedented year and it could be a year of unprecedented wealth transfers. This presentation will provide strategic analysis of gift tax issues, paths to settlement of IRS controversies and tips for successful negotiations with the IRS. Audrey Young will provide advice on managing client expectations and defensive strategies for avoiding client audits. The presentation will cover significant recent Tax Court cases on gift and estate tax issues as well as important valuation developments in the COVID era.

Category of Track: Tax
Level of Track: Technical
Session 2Hot Topics and Trends in Property and Casualty Insurance – Risk Management during the COVID Era

Moderator: Holly Gately, Personal Risk Advisor, USI Insurance Services

Description:  The coronavirus pandemic has brought about many fundamental changes to our daily lives, and while mostly driven by necessity, many of these changes will likely have a lasting hold. This session will provide an overview of personal property and casualty (P&C) insurance to help you better understand your client’s existing coverage, identify red flags, and gain insight to different coverage options that may be available. We will take a special focus on particular issues that may be arising as a result of COVID-19 and the impact it has had on the way we live and work, including the P&C considerations you should discuss with your clients in light of these issues.

Category of Track: Insurance
Level of Track: Fundamentals

Session 3So I Married a European – How to Leave My Money to My Spouse, Not to the Government

Moderator:  Brad Bedingfield, Esq., Hemenway & Barnes 

Description:  Brad Bedingfield, from Hemenway & Barnes LLP, will discuss tax issues around leaving property to spouses in cross-border marriages.  They will help navigate the U.S. rules for giving or leaving money to non-U.S. spouses, issues around marital trusts, and tax and legal traps that may occur where spouses have ongoing connections to other countries.  Drawing from examples under Canadian, U.K., Irish, and German law, Brad and Kevin will provide examples of how failure to account properly for foreign domestic law and applicable treaties can undermine otherwise careful tax and estate planning, and potentially open up other serious financial and legal problems as well.

Category of Track: Legal
Level of Track: Technical

Session 4PPP and Loan Forgiveness-Latest News and Updates

Moderator:  Christine DiMenna, Blum Shapiro

Description: As guidance continues to come out regarding PPP and loan forgiveness it can be challenging for businesses to keep up with the latest news and updates. As guidance continues to come out regarding PPP and loan forgiveness it can be challenging for businesses to keep up with the latest news and updates.  Christine will review PPPFA and SBA rules that have been recently issued, and will discuss the forgiveness applications and detail the fling and approval timeline.  Christine will also discuss accounting for forgiveness.

Category of Track: Financial Planning
Level of Track: Technical
Session 5Estate Planning with Exotic Assets

Moderator:  Samantha Anderson, Sotheby's

Description:  Planning with Exotic Assets.  Samantha will give an overview of the art market, discuss valuation of exotic tangibles, and will highlight things of interest in 2020.  She also plans to display some exotic tangibles and may involve participants in identifying “real” assets vs. “fake” ones.


Category of Track: Supporting Disciplines
Level of Track: Fundamentals

*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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To view BEPC's Code of Conduct Policy, please click here
To view BEPC's Photo/Video Release Policy, please click here.