This 3-hour CLE program, "Retirement Accounts, Trusts, and the SECURE Act: Strategic Approaches to Distribution & Planning," is designed to equip attorneys with essential knowledge and strategies for navigating the complexities of retirement account distributions, trust planning, and tax implications in light of recent legislative changes. Through three focused sessions, participants will gain a deep…
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq.
Internal Revenue Service
Lynn A. Gandhi, Esq. · Jamie Yesnowitz · Eric M. Anderson, Esq. · Mitchell A. Newmark, Esq. · Charles C. Kearns, Esq. · Mark W. Yopp, Esq. · Michael J. Semes, Esq. · David Yanchik, Esq. · Michele Borens, Esq. · Nikki E. Dobay, Esq. · Jeremy P. Gove, Esq. · Michael J. Hilkin, Esq. · Cyavash N. Ahmadi, Esq. · Todd G. Betor, Esq. · Aruna Chittiappa, Esq. · Ted W. Friedman, Esq. · Timothy G. Schally, Esq. · Kathleen M. Quinn, Esq. · Elizabeth S. Cha, Esq. · Jeremy Sharp, Esq, · Amy Letourneau, Esq. · Leonore Heavey, Esq. · Marilyn A. Wethekam, Esq. · Andrew Jay Maschas, Esq.
Foley & Lardner LLP
Charles R. Bogle, Esq. · Justin S. Cohen, Esq. · James A. Gouwar, Esq. · Alan Kravitz, Esq. · Steven R. Schneider, Esq. · Matthew Busta, CPA · Hannah Richard, Esq. · Morgan Hann, CPA
Morgan, Lewis & Bockius LLP
Brad J. Richter, Esq. · Eric M. Fischer, Esq. · N. Todd Angkatavanich, Esq. · Eduardo S. Chung, Esq. · Timothy Evans, Esq. · Norman Lencz, Esq. · Kevin Matz, Esq. · Joseph P. Scorese, Esq. · Paulina Mejia, Esq. · George D. Karibjanian, Esq. · Jerome M. Hesch, Esq. · Alan S. Gassman, Esq.
Fried, Frank, Harris, Shriver & Jacobson LLP
Joseph M. Calianno, JD, LLM, MBA, CPA · Enrica Ma, Esq. · Brandon C. Svetcov, Esq · Thomas M. Giordano-Lascari, Esq. · Michael J.A Karlin, Esq. · William S. Dixon, Esq. · Sam K. Kaywood, Esq. · William B. Sherman, Esq. · Micah J. Gibson, Esq. · J.P. Gregorcy, CPA · Alan I. Appel, Esq. · Heather Ripley, Esq. · Sean J. Tevel · Jason Schwartz · Matthew Stevens · Pedro E. Corona de la Fuente, Esq. · Megan L. Brackney, Esq. · Victor A. Jaramillo, Esq. · Lawrence A. Sannicandro, Esq. · Melissa L. Wiley, Esq.
Andersen Tax LLC