Practical ideas for real-life situations after the SECURE Act
Planning options for clients whose major asset is an IRA or other retirement plan
The pros, cons and pitfalls of naming a trust as the beneficiary of retirement benefits
When and how to transfer an IRA out of a trust or estate
WASHINGTON LEGISLATIVE UPDATE
Forecasting Possible Tax & Estate Planning Changes
featuring Matt Kadish
Current tax legislation prospects and key factors
COVID-19 relief provisions for businesses and individuals
Key worries and planning opportunities going forward
CONTINUING EDUCATION APPLICATIONS HAVE BEEN SUBMITTED to the Ohio Department of Insurance, Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.
