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POSTPONED: April 9th: Courtroom Seminar - 2019 Secure Act
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This session will review provisions of and planning for retirement benefits under the SECURE Act.

 Export to Your Calendar 4/9/2020
When: April 9, 2020
12:00 - 1:00pm
Where: Santa Clara County Superior Court, Department 13
191 North First Street
San Jose, California  95113
United States
Presenter: Michael J. Jones, CPA
Contact: Wendy Ikebe

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This Event has been postponed indefinitely. We will provide an update when possible.

Courtroom Seminar: 2019 Secure Act

This session will review provisions of and planning for retirement benefits under the SECURE Act, including the Act’s general mandate that distribution of most retirement accounts in full occur within ten years of the account owner’s death.

General MCLE Credit for General Substantive Law: 1 Unit
Specialization MCLE Credit for Estate Planning: 1 Unit

Be sure to renew your membership prior to attending any event to receive the member discount.

Cost: If paying by check, please bring payment with you to the event.
$ 30 - SVBA Members
$ 50 - Non-Members
$ 10 surcharge for registrations on the day of the event
We cannot offer refunds after April 2, 2020.

ABOUT THE PRESENTER

Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP. His tax consulting practice focuses primarily on tax-efficient wealth transfer strategy, including planning and administration of retirement benefits during lifetime and after death. Mike is the author of four books, including. He has written over 170 articles published in Trusts & Estates, Leimberg Information Services, Inc., Ed Slott’s IRA Newsletter and elsewhere.  He has lectured across the U.S. for Jerry A. Kasner Estate Planning Symposium, Hawaii Tax Institute, Southern California Tax & Estate Planning Forum, AICPA Advanced Estate Planning Conference, AICPA UCLA-CEB Estate Planning Institute, New York University Institute on Federal Taxation, CEB Estate Planning and Administration Annual Updates panels, and others. He has been quoted in Natalie Choate’s Life and Death Planning for Retirement Benefits, Keith Schiller’s Estate Planning At The Movies® — Art of the Estate Tax Return, New York Times, Forbes Magazine, The Wall Street Journal, Bloomberg Financial Report and others.

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POSTPONED: April 9th: Courtroom Seminar - 2019 Secure Act

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