Get Updated Guidance on RMDs, Designations and Trust Use
The SECURE Act and the CARES Act have made dramatic changes to the way IRA distributions are determined, made, and reported. From the 2020 RMD waiver and rollback to the updated life expectancy tables in 2021, this focused updates course will give you all the latest information to answer your clients urgent IRA questions. Register today!
Expand your clients' options when planning around the new RMD requirements.
Learn when and how qualified charitable distributions can be of use.
Get tips for working with IRA custodians on rollovers, distributions, and more.
Hear the latest guidance from the IRS.
SECURE Act and the Effect of the CARES Act RMD Waiver and Rollback
Current Required Minimum Distributions Planning
Dealing With IRA Custodians: Beneficiary Designations, Rollovers, Conversions, Distributions
Distributions to Trusts
Portability of Lifetime Income Options
IRA Trust Distributions Provisions: Conduit vs. Accumulation
Conduit Trusts: Qualifying for the Stretch Under the Exceptions
ARIANA M. PERFECTO is an attorney with the law firm of Lagerlof, LLP, in Pasadena, California. Ms. Perfecto practices in the areas of trusts and estates on complex tax matters relating to estate and gift taxation, wills and living trusts, family limited partnerships, charitable giving, personal and business tax planning, and business succession planning. She received her B.A. degree from San Diego State University and her J.D. degree from Pepperdine University School of Law.
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