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Understanding the Lifecycle of IRAs: 2020 Edition

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KXCI thrives because of treasured community partnerships, even in uncertain times. In conjunction with the Community Foundation for Southern Arizona (CFSA), we are proud to invite you to a special session about Understanding the Lifecycle of IRAs: 2020 Edition at noon on Tuesday, November 17th. Steven Wagner, CPA, JD will give an informative 90-minute Zoom presentation with an opportunity to ask questions.

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November 17 @ 12:00 pm — 1:30 pm

The Community Foundation for Southern Arizona and KXCI proudly present this special session on Understanding the Lifecycle of IRAs – 2020 Edition.

  • Do you understand the various phases of an IRA (formation, during life, and at death)?
  • Are you up to date on the regulations related to IRA distributions as charitable gifts?
  • Are you aware of changes to IRA distributions recently put into effect?

Please join Steven C. Wagner, CPA, JD, for an in-depth webinar to learn the answers to these questions and more on November 17th from 12 PM to 1:30 PM.

About Our Presenter

Steve Wagner 2020Steven C. Wagner is a Partner at the legal services firm of Fletcher Struse Fickbohm & Wagner PLC. His areas of expertise are in estate planning, trust administration, and estate, trust, gift, and generation-skipping transfer taxation. Steve became a certified public accountant in December 2002. Then Steve went to Rutgers School of Law in Camden New Jersey and became a member of the state bar of Arizona in December 2005. Steve is a member of the Southern Arizona Estate Planning Council and Tucson Tax Study Group. In addition, Steve is on the board for the Rialto Theatre Foundation and on the Professional Advisory Committee for the Community Foundation for Southern Arizona. In his free time, Steve performs with local circus companies Cirque Roots and Big Toe Acro, performing with fire and partner acrobats.

 

Logos for CFSA, Fletcher Struse Fickbohm & Wagner, KXCI

 

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