There's still time to register! Join Tax Partner Carol McClarnon on Tuesday, March 11, for a discussion on the treatment of abandoned retirement accounts and uncashed distributions. To handle these accounts appropriately, holders of retirement assets must navigate a complex web of both state and federal laws, which has grown even more complicated after passage of the Secure Act and recent amendments to state unclaimed property laws. Register for a discussion on trends and best practices in this evolving area. https://lnkd.in/gwZpfv4E
Federal and state regulators have renewed their focus on the treatment of abandoned retirement accounts and uncashed distributions. To handle these accounts appropriately, holders of retirement assets must navigate a complex web of both state and federal laws, which has grown even more complicated after passage of the Secure Act and recent amendments to state unclaimed property laws. Join partners Wilson Barmeyer, Carol McClarnon, Mary Jane Wilson-Bilik, and John Allen Zumpetta on Tuesday, March 11th for a discussion on trends and best practices in this evolving area. Register by visiting the following link! #RetirementAccounts #SecureAct #UnclaimedProperty?https://lnkd.in/gwZpfv4E