"2025 Federal Tax Law Highlights for Fiduciaries"

COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program

PROGRAM OVERVIEW

This presentation will provide a comprehensive overview of key 2025 federal tax law updates, with a focus on the practical implications for estate and trust administration and planning. Topics will include 2025 tax reform and key updates from the IRS and U.S. Treasury Department. Attendees will gain insight into how these developments may impact fiduciary income tax, estate, gift, and generation-skipping transfer taxes, fiduciary reporting obligations, and long-term planning strategies.

Speakers:

Anna Katherine (AK) Moody, J.D., LL.M. is a senior wealth strategist in the Washington, DC office of BNY Wealth, working directly with clients and their families to address all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation-skipping tax planning. Prior to joining BNY Wealth, AK was a partner in the private wealth practice group of a large national law firm. AK is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an adjunct professor at Georgetown University Law Center, teaching the advanced private wealth planning seminar each spring to students enrolled in the taxation LL.M. and Estate Planning Certificate programs. AK is the former chair of the Fiduciary Income Tax Committee of the American Bar Association Tax Section. AK earned her undergraduate degree from the University of Georgia, her law degree from Washington & Lee University School of Law, and her LL.M. degree in taxation from Georgetown University Law Center.

Emily Plocki is a Partner in Venable's Private Wealth Planning Group in Washington, DC. Her practice focuses primarily on assisting high-net-worth individuals, multigenerational families, and owners of family corporations, both domestically and internationally, with tax planning and wealth preservation. Emily handles a variety of matters, including estate, gift, and generation-skipping transfer tax planning, trust and estate administration, planned charitable giving, and business succession strategies.

Emily earned her LL.M. in Taxation, with distinction, from Georgetown University Law Center, where she was a note-writing mentor for The Tax Lawyer Journal. She received her J.D., cum laude, from the University of Toledo College of Law and has a B.A. from Kenyon College.

Emily is a Fellow of The American College of Trust and Estate Counsel (ACTEC). Emily is also a current Board Member of the Washington, D.C. Estate Planning Council and Group Chair of the ABA Real Property, Trust and Estate (RPTE) Section’s Business Planning Group. She previously was a 2018-2020 RPTE Trust and Estate Fellow and a 2020-2022 Dennis I. Belcher ACTEC Young Leader.