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ENGAGE 2020


TAX2018 - Advising a Senior Executive in Uncertain Times


Jun 11, 2020 8:00am ‐ Jun 11, 2020 9:15am

Description

This session will provide the information you need to address the current tax and financial planning issues on the minds of senior corporate executives. It will include discussions on: (1) The advantages and disadvantages of participating in company-sponsored non-qualified defined contribution plans; (2) Advising your client on the pros and cons of various payout elections on qualified and non-qualified retirement plans; (3) The importance of asset allocation in qualified and taxable accounts

Speaker(s):

Tags: TAX
Category: Concurrent Session Onsite and Online

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