2021 Year-End Tax Checklist
With so many potential tax changes ahead, it’s time to make sure you’re checking all the boxes on things you can do to protect your wealth.
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CPA Academy Webcast: IRAs, Qualified Plans, and Divorce
The CPA Academy Webcast: IRAs, Qualified Plans, and Divorce will feature how to divide an IRA income tax-fee in a divorce under Section 408(d)(6) of the Internal Revenue Code and the hidden issues often undiscussed around this process. Jere Doyle, Senior Estate Planning Strategist, will also cover the unique rules involved in dividing qualified plan benefits in a divorce, the tax ramifications to the participant, and the “alternate payee.” The session also covers the concept of a qualified domestic relations order and the conflicting rules for IRAs and qualified plans when a participant neglects to change a beneficiary after a divorce.
Financial Times Investing for Good USA Virtual Conference
BNY Mellon Wealth is proud to collaborate with the Financial Times for their Investing for Good USA conference. Institutional investors, asset managers, foundations, family offices, social entrepreneurs and others will come together virtually to discuss the potential for sustainable investing to accelerate global recovery—and what policies, measurement metrics and other tools need to be in place to maximize the impact of these fund flows.
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