Wednesday, 07 December 2022 19:00
Thom presents at the FICPA Federal Tax Conference. He discusses techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations.
New SECURE Act Changes For CPAs: Maximize Client IRA Planning
In this seminar, we provide CPAs with approaches to assist their clients in reducing the impact and maximizing the benefits under the proposed SECURE Act IRA distribution regulations. Topics include RMDs, eligible designated beneficiaries, which trusts work best, and inherited IRAs. Attendees will learn how to assist their clients with IRA planning and avoid income tax surprises.
December 8th @ 11 AM ET
Visit the FICPA website for more information.
December 8th @ 11 AM ET
Visit the FICPA website for more information.
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Wednesday, 08 December 2021 20:00
Thom discusses the SECURE Act and the CARES Act in his seminar, "Worried About Inflation? You Should Worry About Your IRA Planning" at the FICPA's Federal Tax Conference
Worried About Inflation? You Should Worry About Your IRA Planning
In this seminar, we discuss ways to salvage a stretch-out for beneficiaries in light of the new 10-year limit, review the temporary Covid distribution rules under the CARES Act, and provide an update on the new IRA rules under the Build Back Better Act.
Thursday, December 9th @ 11 AM ET
Visit the FICPA website for more information.
Published in
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Thursday, 02 April 2020 20:00
Paige and Skip provide businesses with crisis relief information in their seminar "Paycheck Protection Program for Small Businesses in the CARES Act" via Live National Webinar
Paycheck Protection Program for Small Businesses in the CARES Act
In this seminar, we discuss a new SBA loan program, the Paycheck Protection Program, authorized by the CARES Act. Specifically, we address what small businesses and their advisors need to know now about eligibility, borrowing amounts, and loan forgiveness.
Register for this (no cost) live seminar.
Published in
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