Community Foundation of Orange and Sullivan Hosts Free Webinar for Professional Advisors
Webinar will address the impact of new federal legislation on retirement accounts.
MONTGOMERY, NY (June 1, 2020) – The Community Foundation of Orange and Sullivan (CFOS) is hosting a free webinar for professional advisors on Thursday, June 11 at 9:30 a.m. The webinar “Impact of New Federal Legislation on IRAs and other Retirement Accounts” features panelists Richard Shapiro, J.D., CELA and Bonnie J. Orr, CPA and moderator Elizabeth Rowley. President and CEO of CFOS.
The webinar will detail the legal and financial impacts of the recently passed SECURE and CARES acts on retirement accounts and charitable giving.
“Since the beginning of 2020 we’ve seen significant legislative changes that impact retirement plans for both tax planning and estate planning purposes,” said Shapiro. “Clients of both modest and higher net worth should consider these legislative changes when planning for retirement, creating tax-efficient legacy plans, and charitable giving.”
“This webinar is timely since it addresses the impact of the recent SECURE and CARES acts on retirement accounts,” added Orr. “Now more than ever, it’s important for professional advisors to help their clients plan for the future without losing sight of their current financial needs.”
“There’s been a lot of chatter surrounding the recent legislative changes,” Rowley said. “This webinar cuts through the noise and provides the clear, factual information professional advisors need from trusted experts in a safe virtual environment and in just one hour.”
The webinar is sponsored by Blustein, Shapiro, Rich & Barone, LLP and JGS, CPA, PC. Professional advisors can register at cfosny.org.
Photos: headshots of Orr, Shapiro and Rowley
About the Community Foundation of Orange and Sullivan (CFOS): Based in Montgomery, NY, the Community Foundation of Orange and Sullivan connects people who care with causes that matter. Established in 1999, the Foundation helps philanthropic individuals, businesses and organizations establish charitable funds that will award grants and scholarships, for good, forever. The Foundation has significantly increased the region’s charitable capital and has empowered donors to make a profound difference in the quality of life in our region. Since its inception, CFOS, with its donors and fund representatives, has awarded more than $15 million in grants and scholarships. The Community Foundation of Orange and Sullivan currently administers 322 active charitable funds that represent nearly $30 million in assets to support animal welfare, arts and culture, education, the environment, health and human services, recreation and youth. To learn more, visit cfosny.org.
The Community Foundation of Orange and Sullivan enables charitable individuals and organizations to become meaningful donors by providing trusted support and expertise for their contributions to make a difference in our community, now and forever.