In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.
| Frank X. Aceves, Jr. Oak Wealth Management, LLC |
| Mary Ballin Perigon Wealth Managemnt |
| Annette Brinton Waypoint Wealth Partners |
| Liz Cassal Baron Capital |
| Anabel Diaz Waypoint Wealth Partners |
| Rania Ghawi Waypoint Wealth Partners |
| Michael Hathaway Epsilon Financial Group |
| Thomas Howard Bedell Frazier Investment Counselling LLC |
| Eileen Loustau Asti Financial Management |
| Danielle Miura Spark Financials |
| Lisa Ozaki Silicon Valley Wealth Advisors |
| Megan Rouse Megan Rouse Financial Planning |
| Clay Selland Signet Mortgage |
| Scott Stewart Prudential Advisors (Pruco Securities, LLC) |
| Jason Terhune Capital Advantage, Inc. |
| Charles Tran Silicon Valley Wealth Advisors |
| Amanda Walker Concentric Wealth Management |
| Mike Welch BTR Capital Management, Inc. |
| Sean Wilhelmy Sweeney Kovar |