Join local CPAs, financial planners and other professionals who advise on estate and/or personal financial planning issues in the Brooklyn Center area of Minnesota. Local CPA/PFP chapters are a great way to network and learn. Plan to attend this year and see Jeff Levine from the Kitces Team!
Content Focus: Estate Planning, Tax Planning
Channel: CFPs, Experienced Planner
*How The SECURE Act Changes Retirement (and Other) Planning
*Trusts as Beneficiaries of IRAs
*The CARES Act – New Rules, Planning Strategies and Opportunities