HAMPTON ROADS ESTATE PLANNING COUNCIL

Topic: Retirement Planning in Light of the Recent Tax Law Changes with Secure and Secure 2.0 ACT

Join us for a special membership meeting where we will present our

Inaugural Distinguished Estate Planner Award

John T. Midgett, JD, AEP®

2022-2023 Distinguished Estate Planner

Agenda:

5:15 pm            Cocktails

6:00 pm            Distinguished Estate Planner Award Presentation

6:30 pm            Dinner and Speaker

Please register by Friday, May 12, 2023 at 5:00 pm

Program Overview:

There have been two significant tax law changes significantly impacting retirement plans within the last four years, The Setting Every Community up for Retirement Enhancement (SECURE) Act and the SECURE Act 2.0.  The Treasury has finally promulgated the proposed regulations to implement the SECURE Act.  We will be discussing these tax law changes and the considerations from a planning perspective both from an income tax planning and estate planning.  In addition, understanding how the 10-year rules works and the RMD payout requirements.

Speaker Biography:

Rachel Votto is the Tax Partner-in-charge at BDG-CPAs. She has been with the firm for over 20 years and is partner-in-charge of all tax services. Rachel provides comprehensive financial planning to executives and high-net-worth individuals, including estate planning and working with income tax planning with trusts. She also serves many corporate and partnership clients, including closely held businesses to multinational corporations with experience in acquisitions, reorganizations, international, multigenerational planning, multistate structures, and complex tax planning strategies to assist clients in maximizing tax savings. She is a member and past president of the Estate Planning Council of Bergen County. She is currently a board member of Family Promise of Bergen County and the NAEPC. She has made various presentations on new tax legislation and other tax topics. Rachel graduated from Villanova University and holds a Master’s Degree in taxation from Pace University.

Thank you to our Sponsor:

Dinner/Cocktails