Planning Thoughts in Light of the SECURE Act

Date: Tuesday, July 21, 2020
Time: 11:15am - 1:00pm
Location: Westlake Village Inn
Speaker: Megan Asselin, CPA

In our annual summer luncheon program, Megan Asselin, CPA will discuss changes to the estate and income tax planning landscape due to the SECURE Act. She will share planning thoughts to assist your clients in making the most of their portfolio. Elements of the recently-passed CARES Act will also be highlighted.

Megan Asselin, CPA is a signing director at CliftonLarsonAllen in Pasadena with more than 15 years of experience in tax planning and compliance for individuals, trusts and estates. Megan has a passion for working with the unique needs that individuals bring with their financial lives including estate planning, planned giving, special needs trusts, charitable trusts and tax compliance reporting for investments.

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