Death, Taxes and Retirement Plans
Thursday, November 10, 2016 | 7:00 AM – 8:00 AM ET
EVENT OVERVIEW
Death, Taxes and Retirement Plans
Join us Thursday, November 10, 2016 for the Death, Taxes and Retirement Plans business hour from Noon to 1:00 p.m. ET. During this business hour we will discuss the interaction between wealth building in retirement plans, IRAs and planning for minimization of income and estate taxes via wealth-transfer planning with timely life time withdrawals and appropriate beneficiary designations as part of one's estate plan.
11:30 a.m. to Noon ET
Business Hour
Noon to 1:00 p.m. ET
TOPICS
- Interaction between wealth building in retirement plans
- IRAs
- Planning for minimization of income and estate taxes
LOCATION
McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114
Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.
SPEAKERS
|
Roger Shumaker
Senior of Counsel rshumaker@mcdonaldhopkins.com |
|
Michael Riley
Member mriley@mcdonaldhopkins.com |
|
Antoinette Pilzner
Member; Board of Directors apilzner@mcdonaldhopkins.com |
|
John Wirtshafter
Member jwirtshafter@mcdonaldhopkins.com |
EVENTS
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Florida Domicile: Call Florida Home and Reduce Your Tax Bills
Tuesday, June 4, 2019
Synergy Capital Solutions and McDonald Hopkins are hosting a workshop to help you take the first step to leveraging the benefits of becoming a Florida resident.
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Weed in the Workplace: The Impact of Medical and Recreational Marijuana on Employers’ Rights
Monday, June 10, 2019
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Navigating your growth as a female executive
Tuesday, June 11, 2019
This discussion on June 11 in Chicago will focus on providing insight and guidance to females at all levels of their professional careers that may be unaware of the various compensation, incentive, legal and tax issues at play when moving up the ranks or when navigating a transaction involving her employer.
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Anatomy of a Private Equity Transaction and Current M&A Trends
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be speaking at the Medical Group Management Association's (MGMA) Annual Conference on "Anatomy of a Private Equity Transaction and Current M&A Trends" in New Orleans on October 15, 2019.
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The Changing Role of Medical Records: Risk Management, Compliance and HIPAA
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be discussing "The Changing Role of Medical Records: Risk Management, Compliance and HIPAA" at the Medical Group Management Association's (MGMA) Annual Conference in New Orleans on October 15, 2019
