The Community Foundation for Southern Arizona and KXCI (Foundation for Creative Broadcasting) 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 2020

Steven 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