During this two-hour CPE accredited session on February 13, you will learn about:
Corporate Transparency
Federal Tax Updates
State Tax Updates
Tax Consequences and Complexities of Inheriting a Retirement Account
Gain a thorough understanding of inherited retirement accounts and advise your clients with confidence.
Why Everything You Know About Roth Conversions May Be Wrong
This topic will help you understand the rules regarding both Roth IRAs and Roth 401(k)s and why they should be part of your strategy. Learn how to determine who can contribute directly to Roth accounts and who needs to look for backdoor solutions.
