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Important Information on the SECURE 2.0 Act

March 9, 2023

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March 2023

Article by

W. William Gust

Bill Gust is a Senior Tax Partner with Gentry Locke. For more than 40 years, Bill has worked with closely-held business owners relative to tax, corporate and sophisticated estate planning matters. Bill has assisted in the successful transition of many privately held businesses, through sales, mergers and implementation of more than 100 ESOPs. Bill is a frequent lecturer on estate, business and tax planning as well as IRS and DOL compliance matters. As a part of his corporate practice, Bill regularly advises clients on qualified and nonqualified retirement and executive deferred compensation plans.

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Jonathan D. Puvak

Jon Puvak is a Partner in our General Commercial, Real Estate, and Environmental Law practice groups. Jon focuses on assisting clients with real estate, land use and zoning, and business and commercial matters. Before attending law school, Jon gained real estate development and business experience by working with NVR Inc., a national homebuilder and Fortune 500 company based in northern Virginia.

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These articles are provided for general informational purposes only and are marketing publications of Gentry Locke. They do not constitute legal advice or a legal opinion on any specific facts or circumstances. You are urged to consult your own lawyer concerning your situation and specific legal questions you may have.

Important Information on the SECURE 2.0 Act

Additional Resources

Practices & Specialties

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