Tax Planning Tips and Solutions for IRA and Small Business Owners

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
• 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.