Secure 2.0
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REGISTRATION IS CLOSED FOR THIS EVENT
WALKI-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK ONLY AT THE DOOR
LUNCHEON PROGRAM
THURSDAY, NOVEMBER 2, 2023
NOTE MEETING LOCATION:
WESTIN DALLAS PARK CENTRAL
12720 Merit Drive, Dallas
Parking Options: on-site parking, valet parking, off-site parking (this lot is located across from Benihanas. It's a 5 minute walk to the hotel 0.1 mile)
“The venue, Westin Dallas Park Central, offers self-parking in their adjacent parking garage. Dallas Estate Planning has a reduced rate of $8 per car. Validations for our special rate will be provided at check in to use upon departure from parking garage. The parking garage is located on Banner Drive and has covered access to enter the hotel!”
Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY OCTOBER 25 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.
NOT THIS AGAIN! SECURE 2.0: WHAT YOU NEED TO KNOW
JANA SIMONS
Sponsored by Armanino and Carter Financial Management
This presentation will begin by reviewing the SECURE Act, which was effective as of January 1, 2020. Particularly, we will cover the various types of beneficiaries and how these differ from pre-SECURE beneficiary types. Next, the presentation will review the Proposed Treasury Regulations under SECURE, which attempt to clarify the many uncertainties presented by the new SECURE additions to Section 401(a) of the IRC. The presentation will also briefly consider these changes to how advisors might help their clients plan under SECURE. The second half of the presentation will walk through SECURE 2.0 and the most notable changes thereunder including the increase RMD ages, changes to catch-up contributions, employer match related changes, new Roth account contributions and withdrawals rules, and several more.
Jana Simons (Meadows Collier) represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies and charitable giving. Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals. Prior to joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices. She holds an LL.M. in Taxation from Georgetown University Law Center. While working on her J.D., Jana completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as Peer Financial Counselor and clerked for the Honorable Robert L. Jones, US Bankruptcy Court, Northern District of Texas.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Regions Bank, Happy Trust Company, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management, Commerce Bank, EisnerAmper and JP Morgan. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Heritage Auctions, EisnerAmper, Argent Trust, Glast Phillips Murray, Forvis, Stout, Carr Riggs & Ingram, C3 Financial Partners, View Capital Advisors, Neuhoff Hunt, Phillips, Abmeyer Wealth Management, Huselton, Morgan & Maultsby, Prosperity Bank, Paratus Financial and Bisignano Harrison.
IMPORTANT: PLEASE READ BELOW!
SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING!!
THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 11/7/23
PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
