The IRS issued Proposed Treasury Regulations implementing the provisions of the SECURE Act of 2019 on February 24, 2022. Some of the provisions of the Proposed Treasury Regulations relating to retirement accounts (including IRAs and 401(k)s) surprised specialists in planning for retirement accounts. The IRS recently announced the Proposed Treasury Regulations won't be effective before 2024. Michael Gray, CPA, past president and past chairperson for the Tax Interest Group of the Silicon Valley San Jose Chapter, CalCPA and co-author of How To Use Roth & IRA Accounts To Provide A Secure Retirement, 2023 Edition, will explain the highlights of the Proposed Treasury Regulations and how planners should apply them for estate planning and administering accounts after a death. 

Lunch is included with your registration.

Note, no walk-in registration will be allowed, advance registration is required. Plan to pay for parking.

Registration is now closed.