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. Audrey’s 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. Audrey’s 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 firstname.lastname@example.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.