BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:6fc5b93bfc87be403a31b7f7c7a19629632 CATEGORIES:Beverly Hills SUMMARY:Beverly Hills May Meeting DESCRIPTION:
Join BP Beverly Hills via Zoom on May 13th for a riveting discussion with BP Members Barbara Schwartz and Ira Stei nberg on on relief for qualified plan/IRA participants under the CARE S Act, and the legal impact of COVID-19 on California businesses
About the Speakers
Barbar a Schwartz is a retirement plan consultant – she advises clients l arge and small on how best to maximize owners’ benefits from their qualifie d retirement plans, gain large tax deductions, and minimize overall costs. In the past, she was a Principal with both KPMG and Arthur Andersen, and ha s been an independent consulting actuary for over 20 years.
Barbara a lso advises clients on how to keep their retirement plans compliant, and sp ecializes in correcting administrative errors, having negotiated with both IRS and Department of Labor representatives to reduce huge potential penalt ies and avoid loss of tax benefits. She is a frequent speaker and advisor on plan design and compliance. Her clients include professional service fir ms, non profits, manufacturing entities, real estate professionals, and her advice is sought by many Employers, ranging from huge utility companies to solo practitioners.
She earned her BA from Vassar College and her MB A in finance from UCLA. She is a Member of the American Academy of actuarie s and an Enrolled Actuary under ERISA. She and her husband live and work i n Marina del Rey with their son and two dogs. They enjoy travel and enterta ining.
Ira Steinberg is Counsel i n Greenberg Glusker’s Litigation Group focused on complex commercial and bu siness litigation, specifically, entertainment, media, real estate, corpora te, and insurance disputes. He assists clients in navigating all stages of litigation, including pre-litigation counseling, trial, alternative dispute resolution, and appeal. He also has significant experience in high profile matters and managing media scrutiny of litigation.
Ira has extensiv e experience working with clients, typically senior executives or investors , involved in business relationships that have broken down either near, or past, the point of litigation. Ira’s recent matters include the terminatio n of a high-profile CEO, business partnerships with significant internal di sputes, and complex disputes between investors and the enterprises they’re funding.
Ira earned his B.A. at the University of Connecticut and his J.D. at UCLA School of Law. Prior to practicing law Ira worked for several elected officials in the Los Angeles area. He is a member of the board of Golden Years Senior Apartments, a housing complex for low income seniors. I n addition to his professional pursuits, Ira is a licensed pilot for glider s and single engine aircraft and is certified for aerobatics. He is a mult iple marathoner and earned a Spartan Race Trifecta.
It is ess ential that you RSVP 24 hours in advance using the link below, so our Membe rship Coordinator can send you the meeting information promptly. < /p>
Please watch the training and read the documents on the B P ZOOM Resource Center, so you are prepared for the meet ing.
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