17 Nov 2013

Recent Asset Change to Suffolk State Society of CPA’s

Thursday, November 7, 2013
Valley National Bank
580 East Jericho Turnpike, Huntington Station, NY 11746
(631) 271-5900

To acquire knowledge of the pending IRS Compliance initiative regarding IRA accounts;
fiduciary liability issues involving trust owned life insurance and Pension Protection Act techniques

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