Your Order Detail
0 item(s) ($0.00)
Find More Like This
Search Results
Showing 1 - 3 of 3 Results

ABLE Account Final Regulations: A Practitioner'sGuide Images/Webinar/SNfatherson.jpg
ABLE Account Final Regulations: A Practitioner's Guide
On October 1, the Internal Revenue Service (IRS) posted final regulations for ABLE Accounts. The regulations cover a wide range of subjects such as disability certification, qualified disability expense, to who has signatory authority over ABLE Accounts. Come hear from two top experts to get an overview of these changes and how best to advise your clients moving forward. Presented by Blaine Brockman and Mark Worthington
Friday, October 30, 2020
2:00 PM - 3:30 PM Eastern Daylight Time
Dannie Larkin 703-942-5711 Ext. 229

Lunch & Learn: Medicaid and SSI: When Client Owns A Business Images/LunchandLearn/Signs in all directions graphic.png
Free to Members
Presenter:  Louis W. Pierro, Esq. Description:  Join Lou Pierro as he explores planning strategies for clients facing the crossroads of business ownership and the need for long-term care.  To get the most out of this webinar, read the NAELA News article HERE
Wednesday, November 18, 2020
1:00 PM - 2:00 PM Eastern Standard Time
Dannie Larkin or 703-942-5711 Ext. 229

When To Convert A Client's IRA After The SECURE Act Images/Webinar/IRA1077607114.jpg
When To Convert A Client's IRA After the SECURE Act
This webinar will answer the question on many estate planner attorney's mind, when to convert a client's IRA to a Roth IRA after the SECURE Act. During this presentation presenters will also discuss:
  • Stop gap measures when you don't know the answers (i.e., IRS rulings that need to be made)
  • With what we know and what we don't know, how do we draft with uncertainty. What should the documents look like?
  • Attendees will leave this webinar with the confidence to provide peace of mind planning around the SECURE Act to your clients. Presented by Robert Keebler CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler and Associates, LLP and Hyman Darling, CELA, Fellow, CAP, NAELA Past President
Tuesday, December 08, 2020
1:00 PM - 2:30 PM Eastern Standard Time
Dannie Larkin 703-942-5711 Ext. 229