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DTSTART:20260918T133000Z
DTEND:20260918T170000Z
LOCATION:Minnehaha Country Club
UID:2959920260918T133000ZJoint Meeting with the SD State Bar
DTSTAMP:20260529T174351Z
DESCRIPTION:\n \n\nPlease join us on Friday, September 19th for this joint breakfast event with the State Bar of South Dakota.\n\n \n\nCE has been requested for CTFAs and will be posted when finalized.\n\n \n\nThis event will be offered in person and as a live webinar. This event will be held at the Minnehaha Country Club and breakfast will be served beginning at 8:15 am.\n\n \n\nRegistration will close at 5 pm on Thursday, September 10th. \n\n \n\nDistributions in Retirement\n\nThis course provides coverage of the retirement planning issues that affect many clients. Its primary focus is on the assets in a retirement plan and the federal income, gift and estate tax rules that must be addressed in withdrawing and distributing these assets.\n\nLearning Objective: After completing this course, the participant should gain a working knowledge of the retirement plan distribution rules and be able to explain alternative strategies for maximizing tax advantages when retirement benefits are withdrawn from the plan.\n\nHighlights:\nHow to Withdraw Funds from a Plan Without Paying a PenaltyAddressing Required Minimum Distributions after the SECURE ActsThe Spouse as the Favored Plan BeneficiaryDetermining Which Beneficiary’s Life Expectancy to UseHow to Do Estate Planning with Retirement Plan AssetsCombining Retirement Plan Issues with Charitable PlanningConverting Traditional IRAs to Roth IRAs \n \n\nAbout the Speaker:\n\nSteven G. Siegel, JD, LLM\n\n\nSteven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.\n\nSteven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016.\n\nIn conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, business entities, preparing the audit-proof federal estate tax return, business acquisitions, representing buyers and sellers in sale of a business, dynasty trusts, planning with intentionally defective grantor trusts, estate planning, S corporations, divorce, and many others.\n\nSteven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, Yale School of Management, University of Chicago Business School, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state CPA societies and estate planning councils, and on behalf of private companies.\n\nHe’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.\n\nSteven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.\n
SUMMARY:Joint Meeting with the SD State Bar - Sioux Falls Estate Planning Council 
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