Back to Search

Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties Webinar

CPE

When
Dec. 12
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

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
Note

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.

Description

  • 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


Speaker(s)


You May Also Like

Conference on Pennsylvania Taxes
July 29 | Harrisburg
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...
Conference on Pennsylvania Taxes
July 30 | Malvern
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...
Conference on Pennsylvania Taxes
Aug. 1 | Cranberry
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...