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March 12, 2020

UJA-Federation of New York

Speakers: Kevin Matz

Join Kevin Matz for his annual review of the 2020 Heckerling Institute on Estate Planning on Thursday, March 12. The review is co-sponsored by the Estate Planning Committee of the New York State Society of CPAs.

Kevin will summarize the essential takeaways from the 2020 Heckerling Conference including:

  • Estate planning strategies for high net worth individuals and families in this election year
  • The SECURE Act and its implications on designating beneficiaries of qualified retirement plans and IRAs
  • Qualified Opportunity Funds and Opportunity Zones

This event will offer 1 CPE credit, 1 Taxation (NYSED)/Taxes (NASBA). Please click here to register for the event. If you are unable to attend in person, click here to register for the webinar.