200129WR-The SECURE Act: Understanding the New Landscape of IRA Planning


When:  Jan 29, 2020 from 5:00 PM to 8:30 PM (ET)
Associated with  WESTCHESTER/ROCKLAND

TOPIC:  THE SECURE ACT:  UNDERSTANDING THE NEW LANDSCAPE OF IRA PLANNING

DATE:  Wednesday, January 29, 2020  5PM to 8:30 PM

LOCATION:  M & T Bank Building, 120 White Plains Road, 3rd Floor, Tarrytown, NY  10591

SPEAKER:  Neil Katz, Managing Partner, Katz Chwat, PC, Attorneys at Law

LEARNING OBJECTIVE: Invaluable guidance on one of the most important areas of estate planning advice we will ever give to our clients.

Sandy Zinman, CPA, will lead a one-hour roundtable discussion about the Secure Act before Neil's presentation.  We will then live stream the event to watch on a big screen TV, at which time we will be able to ask the speaker our questions.

We will be providing pizza, subs, salad, dessert and beverages.

Member Price:  $125 on or before Friday, 1/24; after 1/24 $150

Non-Member Price: $150 on or before Friday 1/24; after 1/24 $175

4 CPE Tax

Program Pre-requisite: None
Program Level: Intermediate
Advanced Preparation: None
Type of Delivery: Group Live Seminar

This program is sponsored by the WESTCHESTER/ROCKLAND CHAPTER NATIONAL CONFERENCE OF CPA PRACTITIONERS INC.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
New York State License Number: 000124
New Jersey License Number: 20CE00237100

For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Pat Sornberger at 516-333-8282 or e-mail psornberger@nccpap.org 

 

Location

M&T Bank Building
120 WHITE PLAINS ROAD, 3RD FL
TARRYTOWN, NY 10591