Boston Tax Institute, LTD.

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September 1 @ 8:30 am - 12:15 pm


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This is a 4-hour seminar (4 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA.

Come join us for a romp through the most extensive retirement plan legislation since the Pension Protection Act of 2006. TWO SEPARATE PIECES OF LEGISLATIVE SHENANIGANS! To our prior SECURE ACT goodies, we now add RMD eliminations, special Coronavirus hardship distributions (but only for a limited time), new plan loan forbearance and increased limits (also time-limited), plan compliance issues (when do we amend for all this?) and all the other things from the kitchen sink! What are your clients’ to do? It is not obvious and there are pitfalls that you would want to avoid. Yes, these acts contain a bunch of good things, some bad things, and even a very bad thing or two (the Ugly!) that can wreak havoc with your client’s prior planning. We’ll cover all of the salient details and spend some significant time talking about what you can do to help your clients with all the aspects, including some software tools that have become available to help do the tax planning for distribution which now is going to be a much more complicated scenario (and one that you might be able to make a new revenue source out of). We will also cover the “good things”, some of which are SO GOOD it is hard to believe that we finally got them. And we’ll discuss the “should we or shouldn’t we” aspect of adopting some of these provisions.

Live Zoom Video Conference (June 19, 8:30 am-12:15 pm, June 25, 9am-12:45 pm, September 1, 8:30am – 12:15pm)


September 1
8:30 am - 12:15 pm
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Zoom Live Video Conference

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