Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties Webinar
Dec 12
1:00 - 3:00 p.m.
Online
2-Tax
CPE Credits
- Identify and address many commonly encountered issues associated with IRAs
Highlights
- One per 12 month rollover rule
- Rollover tips and traps
- Options for spousal beneficiaries
- Net unrealized appreciation
- Required minimum distributions
- Roth IRA conversions, recharacterizations and reconversions
- Pre-age 59 ½ distributions including Form 5329
- IRA beneficiary related issues and disclaimers
Registration
PICPA Member: $89
Nonmember: $114
More Information
Course No. IRAS-2018-01-WEBNR-346-01 Level: Intermediate
Prerequisites: A basic understanding of individual income tax
Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.
Speaker(s)
Denise Appleby
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