Stay Up to Date on the Latest Rules Changes and Tactics
2021 has brought changes to IRA planning that extend beyond the earthshattering SECURE Act. Join our experienced faculty as they make sense of what still works and what to do with the planning tools that are no longer effective. Register today!
Hear the latest updates on the current distributions, rollover, and reporting rules shaping the practice.
Learn what to do with the 2021 RMDs right now.
Discuss when using an IRA trust still makes sense.
Walk through the key steps of structuring the IRA trust and determine the decisions that must be made along the way.
Get some troubleshooting tips for existing IRA trusts.
Retirement Plans Overview and Updates in a Post-SECURE Act World
2021 RMDs: Amount, Timing of Distributions, Tax Reporting
Rollovers: Recent Rulings, Working With Account Custodians, DOL Guidance on Rollover Advice
Weighing the Options: When Does an IRA Trust Make Sense?
DAVID J. DePINTO is managing partner at DePinto Law, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer, certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.
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