McLane Middleton attorneys John E. Rich, Jr. and Audrey G. Young will be presenting at the 38th Annual Tax Forum co-presented by the NH Bar Association and the NH Society of CPAs. John will also serve as moderator for the program.
The program will be held in two parts on two different mornings: Thursday, November 19, 2020 from 8:30 a.m. to 11:45 a.m. and Friday, November 20, 2020 from 8:30 a.m. to 12:00 p.m.
John and Audrey will be presenting on the “CARES and SECURE Act Update: Retirement and Estate Planning Implications” on November 19 from 10:15 a.m. to 11:45 a.m.
As part of the presentation, the speakers will explain how employer retirement plans are impacted by the statutes, new administrative guidance and discuss the steps needed to implement the provisions. The session will discuss the impact on individuals including the new minimum required distribution rules, the favored classes of beneficiaries, how to revise trust documents to accommodate the new rules and new rules for IRA planning after age 72.
John is a director and chair of McLane Middleton’s Tax Department. John advises clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA and other complex federal laws applicable to employee benefit plans. He frequently represents clients before the IRS and United States Department of Labor in audits and investigations and represents clients in litigation involving employee benefit plans. John provides advice to employers regarding all forms of executive compensation and health and welfare plans. John also advises executives concerning stock options, compensation issues and estate planning involving IRAs and retirement benefits. John can be reached in the firm’s Manchester office at (603) 628-1438 or firstname.lastname@example.org.
Audrey is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. Audrey formerly worked as the Washington National Tax Director for private client services at an international accounting firm and at an AM 100 law firm. Audrey can be reached in the firm’s Woburn office at (781) 904-2721 or email@example.com.
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