10 Dec 2021

AUDIO – National Tax & Accounting Symposium: What the Accountant Should Know About Life Insurance & the SECURE Act

I had the honor of speaking at the National Accounting & Tax Symposium in November 2021. At this virtual event, I gave a presentation on “What the Accountant Should Know About Life Insurance & the SECURE Act.”

Click the player below for audio of that presentation. I also published a companion article in the Bloomberg Estates, Gifts & Trust Journal that you’ll find of interest. Click here to read the article.