7 events found.
Week of Events
Sunday, August 22, 2021
No events on this day.
Monday, August 23, 2021
No events on this day.
Tuesday, August 24, 2021
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August 24, 2021 -Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
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August 24, 2021 -Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
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August 24, 2021 -Principles for Endowment Management and Investing
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August 24, 2021 -Principles for Endowment Management and Investing
Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, ...
Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, ...
Principles for Endowment Management and Investing
Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.
Principles for Endowment Management and Investing
Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.
Wednesday, August 25, 2021
No events on this day.
Thursday, August 26, 2021
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August 26, 2021 -Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
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August 26, 2021 -Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. Dan Notto, ERISA strategist with J.P. Morgan Asset Management, is guest speaker. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may ...
Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. Dan Notto, ERISA strategist with J.P. Morgan Asset Management, is guest speaker. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may ...
Friday, August 27, 2021
No events on this day.
Saturday, August 28, 2021
No events on this day.