CPA Best Practices
June 22 @ 8:00 am - 11:30 am
Earn Valuable CPE Credits – SECURE ACT 2.0 is HERE!
Changes ushered in by landmark retirement savings legislation known as the SECURE Act have diminished the value of IRAs as a vehicle for passing a nest egg to the next generation, according to Top CPAs. The bill set a time limit of 10 years for most beneficiaries to liquidate an inherited IRA.
Featuring the latest retirement tax law changes, including the NEW SECURE Act 2.0 legislation and RMD rules in effect starting in 2023!
As news continues to break, this live training will prepare you to answer the top questions from your clients, prospects and centers of influence.
After three hours, you will be armed with immediately-actionable intel to help your clients maximize their hard-earned retirement savings.
HELP YOUR CLIENTS TAKE FINANCIAL CONTROL, AVOID UNNECESSARY TAXES AND COMBAT THE LATEST THREATS TO THEIR RETIREMENT SAVINGS
Please RSVP to reserve your space:
No prerequisites or advanced preparation required! CANCELLATIONS: Please submit cancellation requests no later than 24 hours before your scheduled program.*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 maybe submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.