"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, Ms. Moody was a partner in the private wealth practice group of a large national law firm. Ms. Moody is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a prior chair of the ABA Tax Section Fiduciary Income Tax Committee.

Emily Plocki assists 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. She prepares sophisticated lifetime and estate planning documents, designed to help families and individuals preserve and grow the businesses and legacies they have built over a lifetime.

Prior to joining Venable, Emily was an associate at an international law firm, where she assisted clients with implementing efficient multigenerational wealth transfer strategies, counseled on tax and succession planning for owners of closely held businesses, and worked with clients to incorporate philanthropic and other non-tax objectives into their estate plans. Emily’s experience also includes working as a law clerk with an estate planning boutique in Washington, DC, where she assisted with tax and estate planning for individuals, businesses, and nonprofit organizations. She also participated in the IRS Employee Plans Volunteer Law Student Program, where she researched 401(k) requirements.