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.
Published in
Press Releases
Wednesday, 09 December 2020 19:00
Thom kicks off the FICPA's Federal Tax Conference with a discussion on the SECURE Act in his seminar, "Did your IRA Planning Survive the 2019 SECURE Act?" via Live Video Broadcast
Did your IRA Planning Survive the 2019 SECURE Act?
Learn about IRA distribution rule changes affecting both owners and named beneficiaries. Actionable measures for salvaging a stretch-out for beneficiaries in light of the new 10-year limit are also discussed.
Thursday, December 10th @ 8 AM ET
Visit the FICPA website for more info.
Published in
Press Releases
Tuesday, 21 April 2020 20:00
Thom deciphers recent rule updates for IRA distributions in his seminar "Is Your IRA Ready for This Brave New World?" via Live National Webinar
Is Your IRA Ready for This Brave New World?
The 2020 CARES Act and the 2019 SECURE Act have changed the rules for IRA distributions - both for you as owner and for your named beneficiaries. Join us as attorney Thom Shaw discusses the new coronavirus rules for distributions and how to salvage a stretch-out for your beneficiaries in light of the new 10-year limit.
Register for this (no cost) live seminar.
Published in
Press Releases
