I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
The rules relating to IRAs and retirement accounts generally are quite complicated, so the importance of tax professionals giving accurate advice is critical. When it comes to rollovers and transfers of IRAs and qualified plans, every statutory word is significant. The panel of experts will take tax practitioners through this complex topic, offering planning strategies to avoid and mitigate mistakes. This program is designed for any tax professional who has clients with IRAs and qualified plans.
Help clients with rollovers and transfers so as to make them tax efficient and avoid mistakes and IRS penalties
Any tax practitioner wishing to understand how to help clients with retirement planning and IRA rollovers and transfers
A basic understanding of individual income tax rules
Varies by state. Click here for details
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