Loop Council - Retirement Benefits
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When: Wednesday, April 25, 2018
11:30 am - 1:30 pm
Where: The Deloitte Building
111 S. Wacker Dr.
29th Floor, Rooms 2936 & 2938
Chicago, Illinois 
United States
Presenter: Kathy Garlow, CPA, JD, CSEP, Shepard Schwartz & Harris, LLP
Contact: Dee Farris

Online registration is closed.
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This presentation will cover the various types of retirement plans, what does the participant have to consider for income tax planning while alive and what needs to be considered for estate planning and when the participant dies. 

Learning Objectives:

  • Review of retirement plans

  • Income Tax planning considerations of plans

  • Estate planning considerations of plans

Kathy Garlow is a Partner with the certified public accounting firm Shepard Schwartz & Harris, LLP where she has spent her entire career, beginning with an internship during her undergraduate schooling. She completed her undergraduate degree with honors at Loyola University of Chicago in 1987 and earned her J.D. from Loyola School of Law in 1991, where she was the recipient of the American Jurisprudence Award for Constitutional Law and Corporate Tax.

ln addition to her CPA license, Kathy is a Certified Specialist in Estate Planning and is a board member of the Chicago Estate Planning Council. She is also a member of the American Bar Association, Illinois Bar Association and the Chicago Bar Association. Kathy was named a Woman to Watch by the American Institute of CPAs and the Illinois CPA Society in 2012, in recognition of her exemplary contributions to the accounting profession and her firm. She was also named as a Chicago Five Star Wealth Manager in theareaoftaxationforyears20l0-2OL7. Kathy was recently named as one of the Most Influential Women Accountants in Chicago as published in Crain's Chicago Business, August 28,2017.


Registration & networking: 11:30 a.m. ~ 12:00 p.m.

Presentation: 12:00 p.m.~ 1:00 p.m.

Q&A, networking: 1:00 p.m. - 1:30 p.m.

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