CLE in Westmoreland County: How the SECURE Act Affects Charitable Giving

Will your clients be caught off guard by the SECURE Act?

The SECURE Act was signed into effect Jan. 1 to incentivize Americans to save more for retirement. What few people realize is that the Act also makes significant changes to IRAs that will result in heirs paying more taxes on IRA funds earlier than ever before, even from the smallest estates.

In this talk by Robert S. Keebler, CPA/PFS, MST, AEP, professional advisors will learn how to help clients avoid tax penalties that could result if caught off guard by the SECURE Act.

This Continuing Legal Education (CLE) event is sponsored by FNB Wealth Management and The Pittsburgh Foundation. 

For more information, please email event@pghfdn.org.