Posts Tagged: Tax Planning

Stephen R. Elville & Elville and Associates Present: Client Care Program Continuing Legal Education Event “2019 End-of-Year Tax Planning – What Clients Need to Know”

December 7, 2019

Topics will include: – End-of-year tax planning advice and tips in the aftermath of the 2017 Tax Cuts and Jobs Act; – Overview of the often-misunderstood minimum distribution rules, – Stretching IRAs – Roth conversion strategies – Charitable planning and IRAs – The proposed Secure Act – what is it and what are the main …

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