Appearances

Apr
28
Sun
2019
NIPA Annual Forum & Expo (NAFE) @ San Diego, CA
Apr 28 – May 1 all-day

Presentation 1: Clarifying the Muddy Waters of the Qualified Business Income Deduction: One Year In

Presentation 2: Defined Benefit – Ask the Experts

Presentation 3: Combined Plan Issues: Testing and Deductions

 

May
9
Thu
2019
ASPPA Eastern Regional Conference @ Philadelphia, PA
May 9 – May 10 all-day

Presentation: A Deep Dive Into the Tax Cuts and Jobs Act of 2017 and Its Impact on Qualified Plans

Jun
5
Wed
2019
Sacramento NIPA Chapter @ Sacramento, CA
Jun 5 all-day

Presentation: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry

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