Host: Jon Traub, principal, Deloitte Tax LLP
This session will update viewers on tax policy developments in Congress. As the House and Senate return from their annual August recesses, much work remains to be done before the elections in November. We’ll discuss:
- The latest developments in negotiations on a “Phase Four” coronavirus bill and other tax policy issues pending in Congress.
- The impact of prior tax and spending decisions as well as current economic conditions on the federal government’s long-term budget outlook.
- What we may see on tax policy in 2021 depending on the outcome of the November elections.
Meet the speakers
Jonathan joined the Washington National Tax office in 2012 as managing principal of its Tax Policy group. With extensive experience in the legislative arena, especially in tax policy, Jon is able to provide clients with critical insights on developments in tax policy and politics, helping them plan for anticipated legislation and the potential impacts on their businesses. He leads a team that identifies, evaluates, and monitors legislative proposals, interprets the practical issues surrounding the application of tax proposals on behalf of Deloitte’s clients, and relays those insights through multiple channels, including Tax News and Views, a weekly Deloitte Tax newsletter, and deeper dive pieces on key developments. Jonathan was previously the staff director for the Committee on Ways and Means of the US House of Representatives, his most recent senior staff position in the US House of Representatives. During his tenure as staff director for the Committee on Ways and Means, Jonathan was responsible for developing legislative policies and strategy on issues in the committee’s jurisdiction, including taxes, health care, and trade. Jonathan is a frequent speaker at events sponsored by Deloitte, Tax Executives Institute, Tax Council Policy Institute, and other tax-focused organizations. His insights on tax policy frequently appear in The Wall Street Journal, Business Insider, Politico, and Washington Post articles. Jonathan received his BA in history from Haverford College and JD from University of Virginia.
Victoria specializes in partnership taxation and provides insights on U.S. tax policy developments. She also serves as the Washington National Tax leader on Diversity, Equity and Inclusion. Before returning to Deloitte, Victoria served as the majority tax advisor for the US House Committee on Ways and Means. As majority tax advisor, she was responsible for developing and implementing changes to the tax code with respect to domestic businesses, including partnerships, in the Tax Cuts and Jobs Act. She is a frequent speaker at events sponsored by Deloitte and notable tax conferences. She also co-authors the online treatise, Federal Income Taxation of Passive Activities. Victoria earned her BA in accounting from University of Georgia, and her MPP from Georgia Institute of Technology.