Virtual Panel & Cocktail Networking Reception

Before 2020 draws to a close, please join us for pre-holiday cheer, drinks, and conversation – and an in-depth look at how current tax developments and new provisions impact your tax planning for 2021 and beyond.

Register to join us for a well-rounded discussion with tax specialists from Marcum and Waller and be sure to stick around after the presentation to connect and share insights with your peers over a cocktail in our breakout rooms. The discussion will be comprehensive for both individuals and businesses and will include a comprehensive discussion about the new tax law provisions and revisions. 


Individual Tax

Planning for 2020 taxes including:

  • CARES Act implications
    • Net Operating Loss Carrybacks
    • Eliminating Business Loss Limitations
    • Increased Charitable Contributions
    • Increased Interest Expense Deductions
  • Post Election and Pre-year end Tax Planning

Trusts & Estates

Planning for 2020 taxes including:

  • Legislative changes to expect as a result of the Nov. 3 election
  • Year-end considerations, including exclusion gifts and gift tax exemptions
  • Planning strategies, including SLATs (Spousal Lifetime Access Trust), intentionally defective grantor trusts, GRATs (Grantor Retained Annuity Trusts), and refinancing existing promissory notes 

Business Tax

Planning for 2020 taxes including:

  • Opportunities for tax refunds created by the CARES Act
  • Income tax implications of PPP loan forgiveness
  • Potential to claim disaster losses due to COVID-19
  • Status of existing and potential for additional COVID-19 relief
  • Choice of entity planning opportunities in a depressed environment
  • Cancellation of debt income
  • Outlook for 2021 based on the outcome of the Presidential election


  • Cathy Werthan, Partner, Tax & Business Services | Marcum LLP
  • Jim Lundy, Partner, Tax & Business Services | Marcum LLP
  • Bryan Jones, Partner, Tax & Business Services | Marcum LLP
  • John Bunge, Associate | Waller
  • Aaron Flinn,  Partner | Waller
  • Jill Mastroianni, Associate | Waller

CPE Credits

This forum is eligible for one hour of Continuing Professional Education credit for CPAs in the area of Taxation.

CLE Credits

This forum has applied for one general CLE credit hour in Tennessee.