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CPA Best Practices Tour

October 7 @ 8:30 am - 11:30 am

Free

Earn Valuable CPE Credits – How to Bulletproof Your Client’s IRA – 20 IRA Distribution Rules You MUST Know

  • IRA/401(k) Distribution Basics – Taxation of Distributions
  • How to Avoid HEFTY Taxes if you Make These Rollover Mistakes
  • The Ins and Outs of Inherited IRAs
  • Common Mistakes People Make with IRAs Cause BIG Problems
  • 5 Strategies to Reduce RMDs
  • Advanced Marketing Techniques for Accounting Professionals
  • Taking Advantage of the Recent Changes in Retirement Plan and Pension Law
  • How to Earn $100,000 in the Next 12 Months of Non-Tax Related Revenue
  • New Client Acquisition Techniques for Accounting Professionals

This event qualifies for 3 continuing professional education credit hours.

Details

Date:
October 7
Time:
8:30 am - 11:30 am
Cost:
Free
Event Tags:

Organizer

Kelly Webster
Phone:
8662251786 ext. 321
Email:
kwebster@tablebayfinancial.com

Venue

America’s Tax Solutions HQ
5690 DTC Blvd
Greenwood Village, CO 80111 United States
+ Google Map
Phone:
8662251786