Tax Speaker IRA's Roth's and Conversions 

Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker

Monday, May 20, 2024 - Live Streamed Webinar

Event schedule: 

• Morning session begins: 11:00 am
• Afternoon session ends: 2:00 pm

Speaker: TaxSpeaker Presenters

      Bob Jennings CPA, EA

Location: Live Streamed Webinar

CPE Credits: 3 IRS Approved Tax Hours

Description: 

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.

Building upon the above-mentioned foundational knowledge, TaxSpeaker is including key updates for consideration amid 2023-2024 legislative changes affecting all things financial. During this course, you’ll receive a run-down of the history of IRA’s, changes in the last few years, and problem areas such as self-dealing. We will also take care to think critically together about future possibilities to prepare for, such as what Roth IRA withdrawals and conversions may look like, as well as whether or not we’ll see Roth IRA’s becoming taxable.

All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.

Prerequisites:

0 years tax preparation experience.

Course Level:

Intermediate

Registration fee: 

WAATP members : $165

Non-members : $165

Disclaimer:

Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

Updated April 25, 2024