JAEPC Meeting

(l-r) Guest speaker CPA Steve Patch, president of Lally Group; and JAEPC President Steve Makulski, Anderson & Makulski

Photos by Mary Steinmetz

The Jackson Area Estate Planning Council met Jan. 8 at Bella Notte Ristorante in Jackson.  The guest speaker: Steven M. Patch, CPA, CVA, Shareholder, President, Lally Group, discussed the SECURE Act, signed into law 12/20/19, but later changed; and other tax updates and information.



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