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
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Roger Shumaker
Senior of Counsel rshumaker@mcdonaldhopkins.com |
|
Michael Riley
Member mriley@mcdonaldhopkins.com |
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Antoinette Pilzner
Member; Board of Directors apilzner@mcdonaldhopkins.com |
|
John Wirtshafter
Member jwirtshafter@mcdonaldhopkins.com |
EVENTS
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Ownership Changes & Succession Planning: Big Deals
Thursday, November 1, 2018
Ownership changes, equity investments, stock options, phantom stock, asset sales and succession planning must be done right. Learn guidance on structuring transactions, financing tips, due diligence and practical tips to address in your documents before the transaction closes. Lots of information and audience questions are encouraged.
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Debt Collection, Bankruptcy & the Ohio Receivership Law
Saturday, December 1, 2018
McDonald Hopkins attorneys Scott Opincar and Colette Gibbons will present on December 1 at the Cleveland-Marshall Law Alumni Association on recent amendments to Ohio’s receivership law and discuss significant appellate cases decided under those amendments.
