The SECURE Act, enacted on December 20, 2019, has grabbed headlines on financial pages with good reason. The Act includes major changes impacting employer retirement plans and estate and tax planning.
This seminar will explain the key provisions in the Act for employers and individuals. We will provide analysis of the new minimum required distribution rules and discuss the favored classes of beneficiaries. We will discuss how to revise trust documents to accommodate the new rules, the important changes impacting employer retirement plans, and the new rules for IRA funding after age 70.
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.
This event is being offered as a free education session.
300 TradeCenter, Suite 7600
Woburn, MA 01801
About the Presenters
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.
Audrey Young is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices, individuals 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.