Year-End Estate Planning and IRA Strategies Post SECURE Act: What’s Next?

Date: 11/17/2021 Time: 3:00 p.m. – 4:30 p.m. ET Location: Webinar

For the first hour of this session, we will update attendees on pending changes in the estate tax regime and discuss attractive planning strategies heading into year-end. Stay tuned for the session’s last half hour where we’ll recap IRA and qualified plan rules under the SECURE Act and pending legislation (like the Build Back Better Act), as well as discuss related effective planning strategies.

Presenters

Scott Swain, CPA, CFA, CFP, MT, Partner, Tax, Cohen & Company
Leon LaBrecque, Executive Vice President, Chief Growth Officer, Sequoia Financial

Webinar Resources

Downloadable Presentation

*Please note, CPE credit is not available for watching the recording.