Choate on the CARES Act

Join Natalie Choate for a discussion of the new CARES Act, which impacts retirement benefits in two important ways—minimum distributions are “cancelled” for 2020, and special tax breaks are permitted for coronavirus-related distributions.

The Secure Act Decoded

Whether you are a Trusts & Estates attorney, an Elder Law attorney, a Special Needs Planner, a Financial Advisor, Tax Accountant or CPA, you’ll want to hear Natalie break down just what this means for your future and existing clients.