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CPA Conversations podcast


May 25, 2020

In a preview of her Personal Financial Planning column in the summer 2020 Pennsylvania CPA Journal, Laurie A. Siebert, CPA, discusses changes to required minimum distribution rules as a result of two important pieces of legislation: the SECURE Act and the coronavirus response CARES Act. She goes in-depth on how the changes will affect advice to clients and the need for a coordinated effort by a client’s team of advisers.

To read the full transcript click here