This meeting will help with understanding and planning for retirement plan distributions. Additionally, insights and observations of the Tax Cuts and Jobs Act will be discussed.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
In this session, learn concepts related to retirement plan distributions:
- Disposition not controlled by will
- Income Tax
- Estate Tax
- Designated Beneficiary
- Beneficiary Designation Forms
- Required Beginning Date
In this session, learn insights and observations of the TCJA:
- Individual Income Tax Changes
- Business Tax Changes
- Estate/Trust Income Tax Changes
- Pass-Through Deduction-IRC §199A
- Not all changes are Permanent-Sunsets
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 12/11. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.