05 Nov 2021

Join Me at The National Accounting & Tax Symposium

I’m delighted to announce that I will be speaking at the upcoming National Accounting & Tax Symposium. At this virtual event, I will be giving a presentation on “What the Accountant Should Know About Life Insurance & the SECURE Act.”

Join me on Tuesday, November 16 from 4:15 – 5 pm. Click below for more details and registration information.

Also, please find my recently published Bloomberg Estates Gifts and Trust Journal article that you’ll find of interest regarding the same subject. Click here to read the article.