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2017 Tax Reform's Impact on Retirement Plans
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When: Tuesday, February 13, 2018
11:00 A.M. - 11:50 AM CT
Where: United States
Contact: NIPA Headquarters
(800) 999-6472

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2017 Tax Reform's Impact on Retirement Plans

Presented by:
 Michael Coyne and Mary Giganti of Waldheger Coyne

Date: Tuesday, February 13, 2018

Time: 11:00 AM Central - 11:50 AM Central

Continuing Education Credits: 1.00 NIPA CPE; 1.00 ERPA CPE 


In 2017 Congress passed the largest piece of tax reform legislation in more than three decades, but what are the changes to retirement plans? Join us for this NIPA webcast and find out what the Tax Cuts and Jobs Act means for retirement benefits. In this webcast, Mike Coyne and Mary Giganti will address tax reform's impact on retirement plans, including:  

  • Participant loans
  • Definition of compensation
  • Affect on S corporations and LLCs
  • Hardships
  • Distributions to charities
  • Plan documentation
  • IRA conversions

Michael P. Coyne is a founding member of the Cleveland, Ohio law firm, Waldheger Coyne. Mike has been a benefits attorney for 39 years. He advises clients on qualified retirement plan design and compliance and other employee benefit matters. A fellow in the American College of Employee Benefits Counsel, Mike served a three-year term (2003-2006) as a member of the Internal Revenue Service's Advisory Committee on Tax Exempt and Government Entities (the "ACT"), where he chaired its project on Section 403(b) Arrangements. He has spoken at NIPA’s annual expo and forum and serves as a contributing editor to Aspen’s Section 401(k) Advisor. He also served as an adjunct professor in the Case Western Reserve University College of Law Graduate Tax Program. Mike is a graduate of the Case Western Reserve University School of Law and Ohio Wesleyan University. 


Mary Giganti is a partner at Waldheger Coyne in Cleveland, Ohio. Mary has been a benefits attorney for over 25 years. She advises closely-held businesses on benefits matters, including Employee Stock Ownership Plans. Mary is a contributing editor to the 401(k) Advisor, and co-authored articles in the Journal of Pension Benefits and the Journal of Pension Planning and Compliance. Mary is a frequent speaker and has spoken to a variety of professional organizations, including the Internal Revenue Service, ASPPA, NIPA, the Ohio Employee Ownership Center, the American Bar Association, the Ohio State Bar Association, Cleveland Metropolitan Bar Association, Ohio, the Ohio Society of CPAs and various other State Societies of CPAs. Mary received her law degree from Cleveland-Marshall College of Law and her undergraduate degree from Trinity University in San Antonio, Texas.

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