As co-leader of McGuireWoods Private Wealth Services practice group, Bill Sanderson represents both high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. He is a member of the firm’s fiduciary advisory services practice.
A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.
Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.
Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2022, he has served as chair of its Washington Affairs Committee.
For at least the last two decades, the federal wealth transfer tax has been in a state of continued—sometimes gradual, sometimes fast-paced—evolution. This program will review the landscape of federal legislation dealing with the estate and gift tax, and it will address trends in recent cases, regulatory guidance, and administrative updates that have an impact on estate planning and estate administration.
As co-leader of McGuireWoods Private Wealth Services practice group, Bill Sanderson represents both high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. He is a member of the firm’s fiduciary advisory services practice.
A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.
Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.
Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2022, he has served as chair of its Washington Affairs Committee.
For at least the last two decades, the federal wealth transfer tax has been in a state of continued—sometimes gradual, sometimes fast-paced—evolution. This program will review the landscape of federal legislation dealing with the estate and gift tax, and it will address trends in recent cases, regulatory guidance, and administrative updates that have an impact on estate planning and estate administration.
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Karen joined the Culverhouse School of Accountancy faculty at the University of Alabama in August 2019 and teaches undergraduate and graduate level tax courses. Karen’s areas of specialization include state and local taxation and the taxation of individuals, corporations, and consolidated groups. Prior to joining the Culverhouse School of Accountancy faculty, Karen worked for an international public accounting firm for twenty-two years, serving as a tax partner based in the firm’s Birmingham office. During her career in public accounting, Karen served clients throughout the Southeast region and specialized in tax provision, consulting, and compliance services for the financial services industry.
Karen received a Bachelor of Science in Accounting from the University of Alabama and a Master of Science in Accounting, with a tax concentration, from the University of Virginia.
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
This session will provide an overview of the key individual and business income tax provisions enacted through federal tax legislation during 2025. Significant updates from administrative guidance issued by the IRS and the Treasury Department throughout the year will also be discussed. The outlook for legislation in 2026, including the potential impact of the upcoming midterm Congressional elections, will also be covered.
Karen joined the Culverhouse School of Accountancy faculty at the University of Alabama in August 2019 and teaches undergraduate and graduate level tax courses. Karen’s areas of specialization include state and local taxation and the taxation of individuals, corporations, and consolidated groups. Prior to joining the Culverhouse School of Accountancy faculty, Karen worked for an international public accounting firm for twenty-two years, serving as a tax partner based in the firm’s Birmingham office. During her career in public accounting, Karen served clients throughout the Southeast region and specialized in tax provision, consulting, and compliance services for the financial services industry.
Karen received a Bachelor of Science in Accounting from the University of Alabama and a Master of Science in Accounting, with a tax concentration, from the University of Virginia.
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
This session will provide an overview of the key individual and business income tax provisions enacted through federal tax legislation during 2025. Significant updates from administrative guidance issued by the IRS and the Treasury Department throughout the year will also be discussed. The outlook for legislation in 2026, including the potential impact of the upcoming midterm Congressional elections, will also be covered.
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