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Free Webinar: The SECURE ACT: Tax, Wealth Management, and Estate Planning Strategies and Perspectives for Your Retirement

March 18, 2020 at 2:00 pm EDT


Wednesday, March 18, 2020
at 2:00 p.m.


The SECURE ACT: Tax, Wealth Management, and Estate Planning Strategies and Perspectives for Your Retirement


Lauren A. Jenkins, Mishkin Santa, and Dana Sippel

Did you know there is a new law that affects YOUR retirement preparation and saving? No matter your age or stage of life, there are important things you must understand related to taxes, wealth management, and estate planning.

The SECURE Act was signed into law just prior to the beginning of the new year. This sweeping bill offers several adjustments to our current laws surrounding saving and preparing for retirement.

The SECURE Act is poised to provide more part-time workers with the opportunity to participate in an employer-sponsored 401(k) plan, adjust the age caps on traditional IRAs and increase access to tax-advantaged retirement savings accounts. In this webinar, we will share the most prominent changes of this new Act, from tax, wealth management planning, and estate planning perspectives, and how these changes may affect your own retirement.

We will also provide commentary and discussion about the newly introduced Revenue Procedure 2020-17. This Procedure contains significant changes towards the IRS policy for classifying and reporting Foreign Pensions (both employer and private) and Foreign Savings Plans. The Procedure also provides abatement and refund procedures for any individual that may have been or is currently dealing with a penalty related to IRS Forms 3520 and 3520-A in regards to a Foreign Pension or Savings Plan.


ljenkins@offitkurman.com | 703.745.1821

Lauren A. Jenkins focuses her practice on tax and estate planning, prenuptial and postnuptial agreements, trust and estate administration, and tax compliance in Virginia, Maryland, and the District of Columbia. Ms. Jenkins represents individuals and families with creating and implementing estate plans to achieve their personal and financial objectives. Such planning often includes drafting wills, revocable trusts, and powers of attorney, as well as more advanced estate planning to preserve wealth for future generations.


Mishkin leads the team responsible for providing international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, Foreign Grantor and Non-Grantor Trusts, Non-Resident Alien and International Organization Employee Taxation, Pre-Immigration Tax Planning, and Cryptocurrency. Mishkin speaks regularly at professional events sponsored by attorney and CPA groups in the US and abroad. Mishkin assists individuals and businesses with highly specialized and complex tax issues such as offshore corporations, family businesses, trusts, and pension/retirement plans.


Dana is a Certified Financial Planner™ professional and a Certified Public Accountant with over 25 years of wealth management experience. He also earned the American Institute of Certified Public Accountants’ designation as a Personal Financial Specialist. In his role as a financial advisor, he advises high net worth clients on portfolio management, personal financial planning, tax strategies, retirement planning, and charitable giving strategies.


March 18, 2020
2:00 pm - 5:00 pm EDT
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