Playing in a SECURE Environment
The most significant change to income tax provisions that affect estate planning currently is the passage of the Secure Act. On its face, the legislative changes appear to be relatively small (i.e., the changes were merely a few paragraphs), however, when looking at it carefully, aside from obvious, there are many subtle, nuanced changes. Lester will discuss the changes to the law and some suggestions on how to plan in the new secure environment.
The breakfast roundtable meeting will be held at the St. Petersburg Yacht Club - 11 Central Ave, St. Petersburg, FL 33701. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:30 a.m.
Advance reservations are required.
St. Petersburg Yacht Club
11 Central Ave, St. Petersburg, FL 33701
Street Parking is Available
Self Pay SPYC Garage ~ $7.00