From the Secure Act to the Cares Act and everything in between, 2020 has brought whirlwind change for clients (and the practitioners on whom they rely). In this presentation, we will recap the highlights of 2020 and what you need to know to provide the answers your clients are seeking regarding how to make the most of these changes from both a financial planning and an estate planning perspective.
Who Should AttendAttorneys, CPAs, and Enrolled Agents.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program PrerequisitesBasic understanding of estate & financial planning.