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 firstname.lastname@example.org