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Jodi Epstein speaks to DC Bar on Determination Letter Process


Ivins partner Jodi Epstein spoke to the DC Bar Tax Section Employee Benefits Committee on October 24, 2013 as part of a panel presentation entitled "Determination Letters -- Process and Perils". The panel discussed pitfalls and perils in the IRS determination letter process for qualified retirement plans, including common errors, required amendments, and practical suggestions to ensure a successful process.

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