March 12, 2020
UJA-Federation of New York
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