ABA Section of Taxation: 2020 Midyear Tax Meeting
Boca Raton, FL
Erin Sweeney, Anthony F. Shelley, and Layla J. Asali will speak at the ABA Section of Taxation: 2020 Midyear Tax Meeting on January 31, 2020, in Boca Raton, Florida.
Sweeney will speak on the panel "Employee Benefits Fiduciary Responsibility & Plan Investments Update." This panel will discuss recent guidance and other issues addressing ERISA fiduciary responsibilities. Topics will include ERISA electronic disclosure rules, ESOP fiduciary matters, the SEC's Regulation Best Interest and associated rules, and other fiduciary responsibility developments.
Shelley will speak on the panel "What's in a Name? Association Health Plans and Association Retirement Plans: These Cousins Couldn't Be More Different." Moderated by Erin Sweeney, this panel will provide an update on association health plan and association retirement plan litigation, regulation, and guidance focusing on the issues that all plans, employers, insurance carriers, participants, and service providers need to know.
Asali will moderate the "Foreign Tax Credits" panel during the Foreign Activities of U.S. Taxpayers session.