Retirement planning and the SECURE Act

from AICPA Town Hall · host AICPA Town Halls

Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Compliance Risk, Paychex

Episode metadata supplied by the publisher feed · Published Sep 12, 2024

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Retirement planning and the SECURE Act

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