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Educational Seminar and Networking Reception with MSCPA: Staring Down Retirement
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9/26/2017
When: Tuesday, September 26, 2017
From 4:00 PM until 8:00 PM
Where: The Langham
250 Franklin St.
Boston, Massachusetts  02110
United States


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Educational Seminar and Networking Reception with MSCPA

Staring Down Retirement: Planning Strategies and Practical Advice

 

Congress is again considering changes to the IRA payout rules, including killing the so-called stretch IRA and capping the amount taxpayers can save in their IRAs. Meanwhile, retirement is staring baby boomers in the face and they need planning advice now. This presentation provides updates on the legislative proposals and tax reform and discusses existing strategies for planning for distribution of retirement account assets. The presentation will also offer advice on various administrative issues that arise in working with plan administrators and beneficiaries.

 

**2.oo CPE CREDITS WILL BE OFFERED**

**2.oo CFP CE CREDITS WILL BE OFFERED**


Registration Price: $50


 
  

With speaker: Audrey Young, RSM

 

 

 

Speaker Bio: Audrey Young counsels  individuals and families on  estate  planning  matters and  business  succession  planning, including income tax  planning  and retirement, marital and charitable planning. Works with tax professionals on trust administration issues and estate and trust planning for individuals, families and family offices.

As a member of the Washington National Tax group, Audrey works with business owners and high-net worth individuals to develop customized estate plans tailored to the clients’ assets and aspirations. From her 14-year career as an estates and trusts and probate attorney, she has considerable expertise in trust planning and administration. Audrey  presents  nationally  on topical estate, trust and gift tax issues and works regularly with the teams of RSM private client tax  professionals in  offices  across the  country, including giving  a monthly internal technical advice presentation. Audreys planning expertise is concentrated on the income tax aspects of estate planning, including fiduciary income tax minimization strategies (state and federal), charitable planning, marital planning, retirement planning and opportunities presented by decanting. Audrey teaches the estates and trusts and fiduciary income tax classes at the RSM tax conferences and is a frequent participant in RSM National Client Webcasts. Audreys articles have appeared in several journals, newspapers and magazines. Her 2013 article on retirement planning in Estate Planning Magazine was cited in the U.S. Supreme Court case, Clark v. Rameker. In 2012, she published her first novel, The Trust Protector.

Audrey is a certified mediator with the Circuit Court of Cook County and has experience resolving disputes and conflicts among family members, business owners and partners. She was a litigation associate and appellate specialist before earning her LLM and concentrating her practice in the areas of estates and trusts and taxation. Audrey has resolved disputes in the United States Tax Court, United States District Court, the Illinois Appellate Court and the Circuit Courts of Cook, Lake and DuPage Counties. Audrey has represented corporate fiduciaries, business owners, individual trustees, beneficiaries and guardians.



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Cancellation: If you need to cancel a registration, please notify the BEPC Member Services department at 781-876-8881 or bepc@bepc.org. 100% refunds will be provided for cancellations made up until 3 days prior to the event. After that, no refunds will be granted but we will accept substitutions.