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CPA Best Practices Tour

June 28 @ 8:00 am - 11:00 am


Join us Virtually, June 28th @ 8:00 am- 11:00 am Pacific 

Due to the unpredictable past, CPA’s are honing in on education and training to help better prepare for the unpredictable future. Don’t be left behind. Join us to focus on upskilling your current skills to learn new effective strategies so you can help your clients confidently and CPAs Earn Valuable CPE Credits. Knowledge is the only way to successfully support your client’s navigation through retirement and the legacy they leave behind.

CPA Best Practices Tour Flyer

Key Topics Designed to Help YOU Succeed with Special Coverage of Secure Act 2.0:

  • Learn how to help clients avoid heavy, immediate, and unnecessary taxation
  • The latest updates on President Biden’s Build Back America tax proposals
  • Understanding the “Alice in Wonderland” world of IRAs, after the SECURE Act
  • Learn the most critical information you need to operate in a post-SECURE Act world
  • Penalty rules that apply to beneficiaries of inherited IRA accounts
  • Obtain a solid understanding of the SECURE Act and SECURE Act 2.0
  • Understand the key issues and identify opportunities after the SECURE Act
  • The 10-year payout rule and the 5 statutory exceptions under the SECURE Act
  • How the 10 year payout rules work (under the separate account rules) when the deceased IRA owner has multiple beneficiaries of his/her IRA account
  • And much, much more! (look at flyer for more details)

Don’t miss out on a great opportunity to sharpen your skills so that you can not only help your clients succeed confidently, but for you to succeed confidently as well!



No prerequisites or advanced preparation required! CANCELLATIONS: Please submit cancellation requests no later than 24 hours before your scheduled program. See the full workshop agenda

online at: https://join.americastaxsolutions.com/event/cpa-best-practices-tour/

*Sponsored By: America’s Tax Solutions™. This invitation is intended for the Addressee only and is Non-Transferable. R.S.V.P. to the workshop is required and subject to availability. Includes: 3 CPE Credits and workshop book. Table Bay Financial Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


June 28
8:00 am - 11:00 am