“Use of Cash Balance Plans by Specified Service Trades or Businesses to Qualify for the 20% 199A Pass through Deduction and the Integration of Plan Assets into the Estate Plan”
STUDY GROUP- Webinar: A Case Study in Teaming and Philanthropy, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Panel of experts moderated by Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®
