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DTSTART:20240529T210000Z
DTEND:20240529T230000Z
LOCATION:Centre County Bar Association
UID:2592620240529T210000ZSECURE Act Update: Panel Discussion
DTSTAMP:20260622T023009Z
DESCRIPTION:\n \n \n \nThe SECURE Act of 2020 fundamentally changed tax rules for individuals inheriting qualified retirement accounts. Four years later, the IRS, Congress, and financial professionals are still grappling with the Act and its subsequent amendments, seeking to provide accurate and high-quality advice to clients. To address these changes and provide up-to-date information, a panel discussion by three (3) local experts will discuss the changes contained within the Act, as well as practical planning implications for professionals rendering advice. Attendees of the 90-minute panel discussion (starting at 5:30, includes Q&A) will leave the program with a more accurate understanding of tax implications of inheriting qualified retirement accounts, as well as the latest amendments and rulings issue by Congress and the IRS—all of which is geared towards ensuring our local bar members and other estate planning professionals can effectively assist clients planning for retirement assets.\n  \n \n \n \nLight hors devourers and drinks sponsored by CREPC\n \n \n \nPlease RSVP to Tye Cressman at tye@lovisckylaw.com\n \n \n \n \n \n \n
SUMMARY:SECURE Act Update: Panel Discussion - Centre Region Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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