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. […]
Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.
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 […]