Get Updated Guidance on RMDs, Designations and Trust Use
Course book included with all formats
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!
Session Time: 12:00 PM - 1:30 PM Eastern
Presenter: Ariana M. Perfecto
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.
National Business Institute
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Eau Claire, WI 54702
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Step-by-Step Overview and Instruction
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