Nevada CPA

Events

Adding Value to Your Practice

Description:

Adding Value To Your Practice

Learn how your clientèle can benefit from the recent Treasury ruling that allows deferring a portion of one's qualified money beyond age 70 ½.

This ruling can be a game changer for those individuals with larger qualified accounts as well as those with smaller accounts.  There are direct implications in estate planning using a QLAC strategy for individuals who:

-Don't want to pay for long term care insurance

-Those that cannot qualify for long term care insurance

-Protection of assets for their heirs

Free CPE event – 1 Hour

**LIMITED TO THE FIRST 25 ATTENDEES!

Wine and Hors d'oeuvres will be served

NVCPA Member Jay Wettig, CPA along with Mike Norman CLU of New York Life will be hosting this event

 


Event Details

Date & Time:

Tuesday, December 5, 2017

5:30pm – 6:30pm

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Location:

Napa-Sonoma South

7671 S Virginia Street

Reno, NV 89511

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CPE Credit:

1 hour CPE credit

Event Pricing

Your Price $0.00