LAST CALL! Planning Under the SECURE Act

Date: Thursday, March 5, 2020
Time: 7:30am - 10:00am
Location: Wolferts Roost Country Club
Speaker: Bruce Steiner, Esq.

Talk about HOT topics!  

This program will begin with the basics of IRAs, Roth IRAs, and Roth conversions. We'll cover the changes made by the SECURE Act that affect the tax and estate planning for IRA owners, including the change in the required beginning date, allowing traditional IRA contributions after age 70 1/2, the general rule limiting distributions to 10 years following death, and the exceptions to the general rule.  Finally, it will cover the changes in planning for IRA owners to best cope with the changes in the law.

Learning Objectives:

  1. Understanding traditional IRAs, Roth IRAs, and Roth conversions, including when to convert.
  2. Understanding the changes in the law made by the SECURE Act.
  3. Understanding how best to plan under the SECURE Act.

We are thrilled to have Bruce Steiner, Esq. of  Kleinberg, Kaplan, Wolff & Cohen, P.C. present and explain The SECURE Act and what it means to your clients. Read the KKWC alert publication HERE.

    Tickets include presentation & materials, breakfast, and continuing education.

Bruce Steiner has over 40 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals.

He is a commentator for Leimberg Information Services, Inc., is a member of the editorial advisory board of Trusts & Estates, is a technical advisor for Ed Slott’s IRA Advisor, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts JournalTrusts & Estates, the Journal of TaxationProbate & PropertyTAXES, the CPA Journal, the CLU Journal and other professional journals.

March 19: Financial Planning Association of NENYSocial Security: What Financial Planners Need To Know Speaker: Elizabeth Pivonka, Upstate New York Public Affairs Specials, Social Security Administration

EPC members are welcome to attend at member rate. For details & ticket, click HERE.  


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