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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Tax Planning Tips and Solutions for IRA and Small Business Owners

  • 17 Mar 2015
  • 1:00 PM - 1:30 PM
  • Webinar: TIME ZONE : EST


  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or We look forward to your attendance.
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Presenter: Denise Appleby

Fee: Free- members only access. Click 'show details' for more information.(PLEASE NOTE:  Because this webinar is available only to our members, you are able to register only if you log in).

Description: Refresher and seasonal tips for the IRA/Tax season. Focus on IRAs and employer plans for small businesses.

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

Topics Covered:

  • Legislative/Regulatory Update
  • SEP IRAs for Small Businesses
  • Avoiding Common IRA Mistakes
  • Overlooked Tax Benefits for IRAs
  • Tracking Nontaxable Amounts
  • Overlooked Tax Benefits for Inherited IRAs

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.


Copy of PowerPoint presentation

Price is per dial-in location

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

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Grayson, GA 30017

Telephone: 973-313-9877

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