Retirement accounts may be the largest financial asset your client has. Learn to provide retirement planning input more than mere calculations. Ben...
4/29/2024 10:00am - 5:30pm | Online | CalCPA
Members: $299.00, Non-members: $399.00
CPE Categories: Taxation (8 CPE)
Interest Areas: Employee Benefits, Personal Financial Planning
Retirement accounts may be the largest financial asset your client has. Learn to provide retirement planning input more than mere calculations. Beneficiary rules have changed. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Plans may require an update based on recent legislative changes and IRS interpretations. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.
Presented by Mary Kay Foss
CPAs, tax professionals, financial planners, attorneys and investment advisers.
Experience in individual tax preparation and planning and general knowledge of retirement plans.
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