The IRS has finally issued its comprehensive final regulations for the SECURE Act, alongside proposed regulations for SECURE Act 2.0. Understanding these significant RMD changes is essential for advisors to effectively guide their clients.

Join America’s IRA Expert, Ed Slott, CPA, and award-winning advisor, Dave Alison, CFP®, EA, BPC, for an engaging conversation that blends Ed’s unparalleled tax expertise with Dave’s practical, client-facing advisor experience with high-net-worth and ultra-high-net-worth clients. Benefit from this dynamic duo as they provide comprehensive tax insights and practical strategies. Together, they will distill nearly 300 pages of new regulations into actionable advice, offering a well-rounded perspective on the latest regulatory changes and how to apply them effectively.

Key topics include:

  • The Final Decision: Navigating the intricate 10-year RMD rule for inherited IRAs
  • Unexpected Tax Traps: Crucial considerations for spouse beneficiaries
  • Major Updates: Simplified rules for IRA trust beneficiaries
  • Strategic Planning: Tax minimization tactics for your clients and their heirs

Don't miss out on this unique opportunity to enhance your knowledge and offer invaluable advice to your ideal clients!

Ed Slott, CPA
President | Founder
Ed Slott and Company

Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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PRESENTERS

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies. Ed is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) released in 2024. Ultimately, through all of these efforts combined, Ed has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

 

Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. As President and Founding Partner of C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave leads the RIA platform at Prosperity Capital Advisors, helping advisors grow their businesses and serve ultra-high net worth clients. He is also the Founder & CEO of Alison Wealth Management, serving high net worth and ultra-high net worth clients across the country.  Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry. His recent achievements include being named to the InvestmentNews 40 Under 40 list and winning the ThinkAdvisor LUMINARIES award for Thought Leadership and Education. In 2024, he was also named a finalist for Advisor of the Year (Regional West) by InvestmentNews, and a “Wealthies” award finalist for Thought Leader of the Year by WealthManagment.com for his efforts at Prosperity Capital Advisors.