Hot Topic Webinar - Practical Planning for Retirement Accounts Post-SECURE Act
Overview
Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its potential impact on the family office and family business environment. This webinar will take a practical approach to estate and income tax planning in light of the SECURE Act. The speakers hope to provide the family office professional and business owners with the tools necessary to perform a review of the family’s retirement account holdings and recommend a course of action to the family’s account holders.
***Attendees of this webinar are eligible to receive one hour of CPE credit upon completion of participation requirements.***
Speaker(s)
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Jason Kohout is a partner practicing with Foley & Lardner LLP. He is the chair of the firm’s Family Offices Team and assists families and business owners in areas of tax planning, business succession, and philanthropy. In addition, he works extensively with non-profit organizations in the areas of governance, fundraising, and tax exemption matters. Jason’s broad experience, in conjunction with his in-depth knowledge of tax, corporate, and trust law, allows him to provide creative and practical solutions for his clients, especially for clients that own businesses or have philanthropic interests or non-profit organizations
focused on governance or fundraising.
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Michael Schwartz is an associate and business attorney with Foley & Lardner LLP. He is a member of the firm’s Estates & Trusts Practice. Michael routinely counsels individuals and families in preparing for major life events such as marriage, having children, divorce, death, and retirement. His practice includes wealth planning and preservation, estate and tax planning, wills and trusts, probate and trust administration, and business transactions.