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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

  • 23 Mar 2016
  • 1:00 PM
  • Webinar: TIME ZONE : EST


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

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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
  • 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.

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Telephone: 973-313-9877

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