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July 16th Webinar: SECURE Act and CARES Act
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This session will review provisions of and planning for retirement benefits under the SECURE Act and the CARES Act, including the new general mandate that distribution of most retirement accounts in full occur within ten years of the account owner’s death and suspension of required minimum distributions during 2020.

7/16/2020
When: July 16, 2020
12:00 - 1:00 pm
Where: Zoom Webinar
United States
Presenter: Michael J. Jones
Contact: Wendy Ikebe


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SECURE Act and CARES Act

This session will review provisions of and planning for retirement benefits under the SECURE Act and the CARES Act, including the new general mandate that distribution of most retirement accounts in full occur within ten years of the account owner’s death and suspension of required minimum distributions during 2020.  A question and answer session will follow the presentation.

MCLE Credit for General Substantive Law or Estate Planning Specialization: 1.0 Unit

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. 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.

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

Registration fee:
$ 30 - SVBA Members
$ 50 - Non-Members
$ 10 surcharge for registrations on the day of the event
We cannot offer refunds after July 9, 2020.

Once you register for this event, you will receive an email with details on how to access the Zoom Webinar.

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