NVEPC Virtual Membership Meeting: 2020 Stimulus Packages, 2021 Legislative Update, and Potential Planning Opportunities

Date: Tuesday, January 26, 2021
Time: 12:00pm - 2:00pm
Location: Virtual Event
Speaker: David Mohel, PwC and Andrew Prior, PwC

Join us on Tuesday, January 26, 2021, for our membership meeting on, "2020 Stimulus Packages, 2021 Legislative Update, and Potential Planning Opportunities."

This presentation will focus on the tax implications of the CARES Act, the Consolidated Appropriations Act, 2021, as well as potential legislative changes under the Biden Administration.

NVEPC members are encouraged to invite a guest(s), who qualify for membership based on our membership disciplines, to join our virtual event at no cost. Guests may attend up to two virtual membership events per year at no cost. After the second complimentary event, guest registration is $40.

In lieu of meeting in-person for this event, we are sending all pre-registered members an electronic $25 UberEats gift card, for you to enjoy lunch during our event! To receive the gift card, you must register by Thursday, January 21, 2021.

Connection details will be emailed to members and guests one day prior to the event.

About the Speakers:

David Mohel is a Director with PwC’s Personal Financial Services practice. He has substantial expertise providing tax services to high-net-worth families and the entities created to manage multigenerational family wealth. 

David’s work has included both consultative and compliance services for high-net-worth individuals, private foundations, as well as trusts and estates. He has served the leaders of global investment management firms, private equity firms, venture capital firms, real estate investment companies, Fortune 500 companies and private businesses.

David also completed an international rotation with PwC Australia from 2012 to 2014. He was brought in to help develop the U.S. high-net worth consulting practice in Sydney and provided cross border estate, gift, and income tax planning to U.S. citizens and residents living abroad. David also provided foreign nationals with pre-immigration tax planning prior to moving to the U.S. to ensure that their investments and businesses were optimally structured for U.S. tax purposes.

 

Andrew Prior is a Managing Director in the Washington National Tax Services (WNTS) office of PwC. As a member of the Tax Policy Services Group, he oversees the monitoring and analysis of federal tax legislative developments. He also assists individuals, companies, associations and coalitions with lobbying and advocacy initiatives before Congress, the U.S. Treasury Department, and the Internal Revenue Service.

In addition, Andrew is a frequent speaker at tax meetings and conferences on current tax legislative developments.

From 1993 to 1996, Andrew worked as the chief Capitol Hill tax reporter for CCH, Inc. He was responsible for covering the U.S. Congress, including House Ways and Means and Senate Finance Committees, and reporting on tax, budget, health, retirement, and entitlement legislation, including the Omnibus Budget Reconciliation Act of 1993, and the policy debates over President Clinton's health care reform plan, comprehensive tax reform, and balancing the federal budget.

Andrew received a B.A. in Political Science and Economics from The Johns Hopkins University and an M.A. in Public Policy from Georgetown University.

 

Details:

  • This event will open 10 minutes before noon for networking, as well as networking in breakout rooms after the presentation.
  • Members and guests may stay on and network with others from 1:30 - 2:00 pm EST
  • In order to receive the electronic UberEats $25 gift card, all members must pre-register by Thursday, January 21, 2021. Guests do not qualify for the UberEats gift card.
  • Connection details will be emailed one day prior to the event.

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