2019 SECURE Act and 2020 CARES Act

2019 SECURE Act and 2020 CARES Act
Over the last few years, Congress has passed several pieces of legislations related to taxes, retirement, estates. These acts include the Tax Cut and Jobs Act of 2017, the SECURE Act of 2019, and the CARES Act of 2020. These pieces of legislation have made broad changes to the current financial landscape that have and will impact individuals, estates, trusts, corporations and small businesses.  

In our discussions, we will provide an overview of the three acts and highlight some of the key provision along the potential planning strategies, including strategies related to income, retirement and estate planning.  Also, we will illustrated some money saving strategies for business and building owners, which may help with current cash flow.

Speakers: Robert A Woosley, Vice President, The Thompson Woosley Cattelino Group & Warren L. Dazzio, Executive Vice President, CSSI - Cost Segregation Services, Inc. 
9/23/2020 12:00 PM - 1:00 PM

Sign In