EVENT
Fall Tax Forum 2026: Key Developments Shaping Today's Tax Landscape
Practical guidance, timely analysis and actionable takeaways for tax and investment professionals who advise clients, manage investments or oversee organizational tax planning.
Thu, Nov 5, 2026
9:00 AM
- 11:00 AM EST
Join Williams Mullen for our Fall Tax Forum, where our experienced tax attorneys will explore the latest developments, planning strategies, and opportunities shaping today's tax landscape.
Gain practical insights to help you navigate complex tax matters and identify emerging opportunities for your clients and business. Our presenters will share practical legal and tax insights in the following areas:
Qualified Retirement Plan Update and Outlook
- Brydon M. DeWitt discusses key legislative, regulatory, and compliance developments affecting qualified retirement plans, along with practical planning considerations for employers and advisors.
Qualified Opportunity Zones: What's New, What's Next, and Where the Opportunities Lie
- Jenny H. Connors discusses recent developments, planning considerations, and emerging investment opportunities involving Qualified Opportunity Zones.
Don't Stop There: From 1031 to DST to UPREIT Exchanges
- Joseph W. Kleiner and Thomas "Tyler" Moses strategies for deferring and repositioning real estate investments through 1031 exchanges, Delaware Statutory Trusts (DSTs), and UPREIT structures.
Disclaimer: This program is for information purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.
Continuing Education Credit:
This program has been approved for 2.0 hours of CFP and CPE credit.