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Thom presents at the FICPA Federal Tax Conference. He discusses techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations.

Dec 08 2022
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.
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Forster Boughman & Lefkowitz

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