Events

WEBINAR – The SECURE Act & Planning Options

With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were ...

WEBINAR – Estate Taxation & Basis Step-up

Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on ...