3197 RPPTL Audio Webcast Practice Series: Recent Developments in Planning for IRAs, Insurance and Employee Benefits

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CLICK HERE to register for this webcast only seminar

 

The presentation will address a number of timely topics, among them:

 

• Recent Congressional proposals to change IRA minimum required distribution rules, both during the account owner’s lifetime and after death

• Exempt status of Florida IRAs transferred incident to divorce

• Likely impact of the 2017 Tax Act on the IRA Charitable Rollover

• New limitations on Roth IRA re-characterizations

• Recent Florida case law regarding non-assignability of municipal pensions in the event of divorce

• Impact of a recent US Supreme Court decision on Florida’s statute governing beneficiary designations in divorce

• IRS relief for missed IRA rollover deadlines

• Recent IRS successes in challenging split-dollar and captive insurance arrangements

• And much more!

 

12:00 PM - 12:50 PM

Recent Developments in Planning for IRAs, Insurance and Employee Benefits

Alfred J. Stashis, Jr., Esq., Naples

When & Where
Jun 20
20th June 2019
12:00 PM - 12:50 PM