Tuesday, Jun 8, 2021
8:45am – 4:30pm
Join Larry Stein as he discusses IRAs (Traditional and Roth Traditional and Roth IRAs). Both accumulations and distributions will be covered. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.
Upon the successful completion of this CPE Event, participants will be able to explain selected tax planning and compliance strategies for IRAs.
Part One - Retirement Wealth - Accumulations (200 Minutes) IRAs Roth IRA conversions Prohibited transactions Unrelated Business Taxable Income Rollovers vs. transfers Inherited IRAs No recharacterizations after TCJA Tax compliance consider
Basic knowledge of federal taxation.
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