Estate and Income Tax Strategies for Individual Retirement Accounts
Centre Region Estate Planning Council and
Centre County Bar Association Present:
Estate and Income Tax Strategies for Individual Retirement Accounts
1 hour of Free CLE and CPE
4:30pm - Tuesday October 3, 2017
Ramada Conference Center, State College
For many clients, the IRA is the most significant asset they own. There are a number of planning opportunities and strategies to minimize taxes and maximize family wealth. Often these strategies are assumed to be done by others. What should you be talking with them about? Hear from an attorney, financial adviser and CPA what is being done for our most savvy clients:
Douglas C. Loviscky, Esquire, CPA – Loviscky & Associates
Matthew D. Shetler, CFA, CFP – Merrill Lynch
Thomas Taricani, CPA/ABV,CVA, CEPA – Boyer & Ritter
Program Sponsored by Centre Foundation
Please RVSP by Friday September 29 to Christopher Carver at carverlawllc@gmail.com . Council and Bar members who RSVP are granted free admission and a complementary drink. All guests are $15. Don’t miss this unique opportunity and sign up today!
