This session, featuring Lowenstein Private Client Services National Chair Beth Shapiro Kaufman, will focus on recent guidance, the IRS business plan, and comments received pursuant to Notice of Proposed Rulemaking (NPRM). The panelists also will walk through the process of how tax guidance becomes “official guidance."


  • Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
  • Catherine V. Hughes, U.S. Department of the Treasury Office of Tax Policy, Washington, D.C
  • Karlene M. Lesho, Internal Revenue Service Office of Chief Counsel, Washington, D.C.


  • Justin T. Miller, Evercore Wealth Management 

Time: 12:15-1:15 p.m. ET

Location: Marriott Marquis, Washington, D.C.

*Disclaimer: This event is open to the public but requires a registration fee.