Free

Testamentary Planning with IRAs Luncheon

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Event description

Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Testamentary Planning with IRAs.

Tax writers have long proposed shortening the payout period for inherited IRAs as a way to raise tax revenues. Congress now may be listening, and legislation that acknowledges this proposal is probable. Learn what these changes would mean for your business and your review planning with IRAs.

Discussion highlights include:
- Current required minimum distribution rules for IRAs
- Provisions of the SECURE Act, passed by the House of Representatives in 2019
- Planning implications of a shorter payout period and how taxpayers could respond
- Additional planning tips with IRAs

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuire Woods LLP

To reserve your seat, please RSVP by Tuesday, March 3, 2020.

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Continuing Education Credits:

Attendees may receive up to 1.5 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.0 CTFA, 2.0 CISP, 2.0 CRSP and 1.5 CFP continuing education credits.

This group-live event is eligible for 1.5 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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