Jul

    Virtual 2020 May Tax Meeting: Employee Benefits

    1 PM EDT

    A series of panels over three hours including: recent guidance on health and welfare plans, retirement plans, executive compensation, as well as the stimulus legislation impact on plans, employers and more. See below for panel details.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2021

    3.00 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 credit hours

      Available until:

      12/30/2022

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Self apply

      3.00 credit hours

      Available until:

      07/27/2023

    3.50 total credit hours including

    • General

      Status:

      Self apply

      3.50 credit hours

      Available until:

      01/27/2022

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2025

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2021

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Self apply

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Self apply

      3.00 credit hours

      Available until:

      07/27/2023

    3.60 total credit hours including

    • General

      Status:

      Self apply

      3.60 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.60 total credit hours including

    • General

      Status:

      Applied for

      3.60 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.50 total credit hours including

    • Specialized Knowledge

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      Approved

      3.50 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.60 total credit hours including

    • General

      Status:

      Reciprocity

      3.60 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

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      Applied for

      3.00 credit hours

      Available until:

      07/27/2025

    3.50 total credit hours including

    • Areas of Professional Practice

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      Approved

      3.50 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      12/31/2020

    3.50 total credit hours including

    • General

      Status:

      Applied for

      3.50 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • Substantive

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      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/27/2023

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Self apply

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2022

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/27/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      10/30/2020

    3.00 total credit hours including

    • Law & Legal Procedure

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      Approved

      3.00 credit hours

      Available until:

      07/27/2025

    3.60 total credit hours including

    • General

      Status:

      Applied for

      3.60 credit hours

      Available until:

      07/27/2023

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 credit hours

      Available until:

      07/27/2021

    3.00 total credit hours including

    • General

      Status:

      Self apply

      3.00 credit hours

      Available until:

      07/27/2023

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    1:00pm
    Recent Guidance Impacting Health and Welfare Plans. A discussion of the recent legislative changes and regulatory guidance impacting health and welfare plans, including: expanded coverage for services related to COVID-19; relaxed rules for cafeteria plans and flexible spending arrangements; employer-funded student loan repayment; employee disaster relief benefits.

    Panelists:
    Elena Kaplan, Jones Day, Atlanta, GA
    Kevin Knopf, IRS Office of Chief Counsel, Washington, DC

    1:30pm
    Recent Legislation and Guidance Impacting Retirement Plans. A discussion of the recent legislative changes and regulatory guidance impacting health and welfare plans, including: Who meets the definition of COVID-19 Impacted Participants; Details of distributions permitted to be added to plans, discussion of the self-certification process and terms pertaining to repayment; Details of terms of permitted expanded loans and loan deferment for COVID-19 Impacted Participants; 2020 RMD Waiver; Spousal Consent Process and Potential Relief.

    Panelists:
    David Whaley, Thomson Hine LLP, Cincinnati, OH
    William Evans, Office of Benefits Tax Counsel, Department of Treasury, Washington, DC

    2:00pm
    Executive Compensation Planning in the COVID-19 Economic Downturn. Discussion of executive compensation planning strategies in light of the COVID-19 economic downturn, including: Restrictions on paying executive compensation under the Main Street Lending Programs; Alternatives being considered to modify incentive compensation planning, including ISS guidance; Special 409A considerations; Compensation reductions and delayed payments; Cancelling deferral elections under NQDC plan; Taking in service withdrawals from NQDC plan; Section 4960 guidance, if issued before the program.

    Panelists:
    Andrew Liazos, McDermott, Will & Emery LLP, Boston, MA
    Ilya Enkishev, IRS, Washington, DC

    3:00pm
    Reopening America: Stimulus One, Two, Three, Four! This panel of experts will dive into the fray and analyze the latest stimulus legislation, provide practical pointers and identify pitfalls for the unwary. Join us as we provide an up-to-the-minute update on guidance focusing on the legislative issues that all plans, employers, insurance carriers, participants, and service providers need to know now on our path to reopen America.

    Panelists:
    Erin M. Sweeney, Miller & Chevalier Chartered, Washington, DC (Moderator)

    Event Details

    Format

    Web

    Date

    Jul 28, 2020

    2020-07-28T13:00:00-04:00 2020-07-28T16:00:00-04:00 Virtual 2020 May Tax Meeting: Employee Benefits

    A series of panels over three hours including: recent guidance on health and welfare plans, retirement plans, executive compensation, as well as the stimulus legislation impact on plans, employers and more. See below for panel details.

    Sponsors

    Section of Taxation

    MCLE Information

    The ABA will seek 3.0 CLE credit hours in 60-minute-hour states, and 3.6 CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    CPE Information

    The American Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors for Group Live programs (live in-person). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Due to the COVID-19 crisis, many State boards of accountancy are providing flexibility in the instructional delivery method and allowing for Group Live approved providers to issue credits for Group Live Internet Based vended programs. Kansas does not allow for this flexibility, and waiver requests are pending with Iowa, New York, and North Dakota. All other State boards of accountancy have noted their flexibility. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. Recommended CPE Credits and Fields of Study: Program attendees can earn up to 3.0 CPE credits in Tax. There are no prerequisites.

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