Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
The All-Star Tax Series - Sponsored by Edward Jones
Panelists: Claudia Hill, EA, Denise Appleby, APA, CISP, CRPS, CRC, Stephen Parnell, CLU, Michael J. Tucker, CPA, LL.M. (moderator)
Tax practitioners should know and be able to apply the rules that generally apply to IRAs and their owners and beneficiaries. Invariably, tax practitioners encounter IRA-related tax issues, and all tax practitioners should be equipped to address the most important issues related to IRA contributions, distributions, Roth conversions and beneficiaries. This program addresses the 20 issues that practitioners are most likely to encounter with their IRA owner clients.
Understand the most common tax issues associated with IRAs and Roth IRAs
Register here https://www.allstartax.com/course-details?sku=IRUL-2016-01-BDCST-223-01
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