Tax Consequences and Complexities of Inheriting a Retirement Account
Gain a thorough understanding of inherited retirement accounts and advise your clients with confidence.
Federal Single Audits (Uniform Guidance) and ARPA Funds
Brendan Kennedy, CPA presents at the New York Government Finance Officer Association (GFOA) Northeast Summer Seminar 2022. Friday, August 12, 2022 11:10 AM – 12:00 PM Fort William Henry, Lake George, NY
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.