Allied Professional Group of Westchester Virtual Lunchtime Meeting

IRA Tips and Traps Under the Secure Act

featuring renowned speaker

Seymour Goldberg, CPA, MBA, JD

(1 CFP CE  + 1 CPA CPE + 1 CLE)

Please join us for this important event on Estate Planning Under the Secure Act.

IRA assets have become a more significant portion of your clients' total estate and warrant careful consideration in light of the significant changes brought about under the Secure Act. You cannot afford to ignore the impact these changes will have on each of your client's unique situations.

Come and learn from an experienced expert in this field so you will know what the tips and traps are under the new law. Our presenter, Seymour Goldberg, CPA, MBA, JD, a senior partner in the law firm of Goldberg & Goldberg, P.C., is Professor Emeritus of Law and Taxation at Long Island University and the author of "A Professional's Guide to the IRA Distribution Rules Under the Secure Act." Click here for speaker bio.

Learning objectives: (1) Understand various estate and income tax planning issues under the Secure Act; (2) Understand from a range of examples the discussions advisors need to have with clients and the types of changes that need to be considered in the analysis of their needs, and (3) Understand the planning and administration techniques that can provide effective solutions for clients.

Level of Complexity: Overview

Get an opportunity to meet with and network with your colleagues and associates, while learning valuable lessons and tools.

Space is limited, so don't wait to register for this event. You will receive your Zoom registration link the day before the meeting. Bring along your lunch to nourish your body as well as your mind at this lunchtime event.

REGISTRATION DEADLINE: Monday, July 27