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Belfint Briefing: SECURE Act – What Individuals and Businesses Need to Know (Advisors/Referral Sources Session)

February 19 @ 8:00 am - 10:10 am

Free
Large 401k Plan Auditor

Please join Belfint, Lyons & Shuman, CPAs for our Belfint Briefing related to the biggest changes to the U.S. retirement system since 2006.
We will take a look at the SECURE Act and how the changes will affect Individuals and Businesses.

REGISTER FOR THE ADVISORS/REFERRAL SOURCES SESSION ON THE SECURE ACT

SEMINAR DETAILS

TOPIC:

SECURE Act – What Individuals and Businesses Need to Know

WE WILL LOOK AT:

  • Repeal of maximum age for traditional IRA contributions and coordination with qualified charitable distribution rules
  • Required minimum distribution age changes
  • Post-death required minimum distribution changes
  • Section 529 plan expansion
  • Kiddie tax changes
  • Adoption-of-a-child expense changes
  • Compensation definition changes
  • IRA and defined contribution plan changes
  • Emergency responder changes related to SALT and qualified payments

Q&A Panel

WHEN: (Due to the topic, we will be holding one session for BLS Clients on 2.13/2020 and one session for
BLS Advisors/Referral Sources on 2.19.2020.)

CLIENT SESSION: February 19, 2020

8:00-8:30am – Registration & Continental Breakfast
8:30-10:10am – Presentation

WHERE:
Belfint, Lyons & Shuman, CPAs
Delle Donne Corporate Center
1011 Centre Road, Suite 310
Wilmington, DE  19805

PRESENTERS:

Jordon N. Rosen, CPA, AEP
Karly A. Laughlin, CPA
Valerie C. Middlebrooks, CPA

This seminar is eligible for 2 Hours of CPE!

REGISTER FOR THE ADVISORS/REFERRAL SOURCES SESSION ON THE SECURE ACT

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com or 302.573.3901.

 

Details

Date:
February 19
Time:
8:00 am - 10:10 am
Cost:
Free
Event Categories:
,
Website:
https://belfintlyonsshuman.wufoo.com/forms/qgaxbu404xkxca/

Organizer

Belfint Lyons & Shuman
Phone:
302.225.0600
Email:
jjones@belfint.com
Website:
www.belfint.com

Venue

Belfint, Lyons & Shuman, CPAs
1011 Centre Road, Suite 310
Wilmington, DE 19805 United States
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Phone:
302.225.0600

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!