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
-
Lunch with Eric Gordon - Leaders in Education Series
Tuesday, April 2, 2019
Lunch with Eric Gordon, CEO of the Cleveland Metropolitan School District as part of our Leaders in Education Lunch Series
-
Innovation without borders: The French-American Midwest Connection
Tuesday, April 2, 2019
Please join McDonald Hopkins and the French American Chamber of Commerce (FACC) in Cleveland or via live webcast for "Innovation without Borders: The French-American Midwest Connection" with our special guest, Mr. Guillaume Lacroix, Consul General of France in Chicago.
-
American Society of Cataract and Refractive Surgery Annual Meeting on Ophthalmic Practice Management
Friday, May 3, 2019
-
Handling Real Estate Transactions From Start to Finish
Monday, May 6, 2019
Join McDonald Hopkins' John Heer as he presents "Special Considerations for Commercial and Investment Transactions" for the National Business Institute CLE event on May 6 in Akron or May 9 in Cleveland.
-
Confronting Violence in the Workplace
Monday, May 6, 2019
In an informative and practical Business Hour, McDonald Hopkins’ Ryan Neumeyer and Mike McMasters, a Protective Security Advisor for the Department of Homeland Security, will provide timely insights on the actions that employers should take to keep their workplaces safe.
-
Navigating your growth as a female executive
Tuesday, June 11, 2019
Female executives often find themselves at a disadvantage when it comes to negotiating their executive compensation and employment incentives. This discussion on June 11 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.
