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AICPA National Tax & Sophisticated Tax Conferences with Private Foundation Summit 2020


SOP2005 - Retirement, Estate and Financial Planning Strategies After the SECURE Act


Nov 16, 2020 2:35pm ‐ Nov 16, 2020 3:50pm

Description

TBD

Learning Objectives:
  • Learn how what planning opportunities make the most sense after the SECURE Act.
  • Learn how planning for retirement assets has drastically chnaged as a result of provisions of the SECURE Act

Speaker(s):

  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Tags: SOP
Category: Concurrent Session (Online)

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