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

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.