The rules surrounding Roth IRA conversions have changed significantly. Are you wondering if a conversion is right for you or your client? Learn more about these changes and the charitable giving options to consider in this two-part video featuring Marjorie A. Horwin, CPA, of Morrison, Brown, Argiz & Farra, LLP and Jeffrey A.Baskies, Esq., of Katz Baskies LLC in Boca Raton. The Community Foundation for Palm Beach and Martin Counties appreciates the expert advice of Ms. Horwin, member of the Community Foundation's South County Professional Advisor Network and Mr. Baskies, Co-Chair of the South County Professional Advisors Network. Video produced by the Community Foundation for Palm Beach and Martin Counties and Stephen Leek Photography
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