Recent Developments – Retirement Plans and Estate Tax Clawback

Date: Thursday, May 19, 2022
Time: 11:30am - 1:30pm
Location: Duquesne Club
Speaker: Joseph P. Nicola, Jr., JD, CPA, CVA, Sisterson Certified Public Accountants & Consultants

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Joe Nicola will address recent developments in retirement plans.  He will specifically focus on recent regulations issued by the Internal Revenue Service pertaining to the SECURE Act.  He will also address proposed legislation referred to as SERCURE Act II, which has the support of both political parties and the President.  Finally, Joe will briefly address recent guidance on the part of the IRS related to the estate and gift tax clawback rules.

Joe has been in public accounting for more than thirty years and has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He has considerable experience with individual income taxation and is particularly knowledgeable about federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. Joe has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership reorganizations and liquidations, and international tax matters. While in public practice, he served for many years as an adjunct member of the faculty with Duquesne University’s MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University's Master of Science in Taxation program. His course load included Corporate Taxation, Advanced Corporate Taxation, Reorganizations (Mergers and Acquisitions), Taxes as a Basis for Managerial Decisions, Taxation of Property Dispositions, and Taxation of Derivatives. He is also a published author of CPE/CLE texts and industry articles, and a frequent speaker in the continuing education context.

Joe’s background also includes significant experience in ERISA and employee benefits, as well as representation before the Internal Revenue Service and Department of Labor.  He also has significant litigation support experience, including civil litigation, family law practice, criminal tax defense, and pre-trial assistance (such as assistance in the discovery and deposition process).

1 CFP credit, 1 CPE and 1 CLE credit approved.


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