H2R CPA Blog

Webinar Recording: 2020 Year-end Estate Planning

This H2R CPA webinar was presented live on November 13, 2020. The webinar recording can be accessed here. A PDF of the webinar presentation can be accessed here.

Webinar Summary

As 2020 draws to a close in what can only be described as a year full of changes, families should take these changes into consideration before the year-end as they organize their estate for the future.

Topics covered in this presentation include:

3:15 – The elimination of the Stretch IRA
8:10 – Federal estate exemption
11:48 – The benefits of a Life-Annuity Plan
16:20 – Beneficiary changes

19:55 – Roth conversions

Featured presenters:

  • Paul K. Rudoy, CPA/PFS, Managing Partner, H2R CPA
  • Tod Arbutina, CPA, CFP, MBA, Managing Member, Three Cord True Wealth Management

We hope you can join us for an interactive and informative online session!

Note: The information provided on this webinar does not, and is not intended to, constitute legal, wealth, and/or accounting advice. All information, content, and materials provided during the webinar are for general informational purposes only and may not constitute the most up-to-date legal, wealth, and/or accounting information. Participants should contact their attorney, wealth advisor, and/or CPA to obtain advice with respect to any particular matter.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Three Cord True Wealth Management, a registered investment advisor. CPA related services offered through H2R CPA is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or any CPA related services. Three Cord True Wealth Management is a separate entity from LPL Financial.

LPL Financial is not affiliated with any named entities mentioned in this content.