The SECURE Act single-handedly upended many long-standing retirement rules when it became effective on January 1, 2020.
Only three months later, a second and equally enormous piece of legislation was passed—the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
How will history remember 2020? That is yet to be written and out of our control. How will your clients remember you and the actions you took during these trying times? It is said that crisis does not build character—it reveals it. Leading financial advisors and accountants, those who take the reins during one of the most uncertain and difficult periods in American history, need to be knowledgeable on these significant tax laws and updates.
Join us December 2–4, 2020 for America’s Tax Solutions® VIRTUAL IRA Summit to receive the latest IRA/401k and tax rules and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.
Events are subject to change without notice.