Estate and Income Tax Strategies for Individual Retirement Accounts

Date: Tuesday, October 3, 2017
Time: 4:30pm - 6:30pm
Location: Ramada Conference Center, State College
Speaker: Douglas C. Loviscky, Esquire, CPA – Loviscky & Associates; Matthew D. Shetler, CFA, CFP – Merrill Lynch; Thomas Taricani, CPA/ABV,CVA, CEPA – Boyer & Ritter

Centre Region Estate Planning Council and

Centre County Bar Association Present:

Estate and Income Tax Strategies for Individual Retirement Accounts

1 hour of Free CLE and CPE

4:30pm - Tuesday October 3, 2017

Ramada Conference Center, State College

For many clients, the IRA is the most significant asset they own.  There are a number of planning opportunities and strategies to minimize taxes and maximize family wealth.  Often these strategies are assumed to be done by others.  What should you be talking with them about?  Hear from an attorney, financial adviser and CPA what is being done for our most savvy clients:

Douglas C. Loviscky, Esquire, CPA – Loviscky & Associates

Matthew D. Shetler, CFA, CFP – Merrill Lynch

Thomas Taricani, CPA/ABV,CVA, CEPA – Boyer & Ritter

Program Sponsored by Centre Foundation

Please RVSP by Friday September 29 to Christopher Carver at carverlawllc@gmail.com .  Council and Bar members who RSVP are granted free admission and a complementary drink.  All guests are $15.  Don’t miss this unique opportunity and sign up today!

See Upcoming Event Calendar