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CPA Best Practices

May 27, 2022 @ 9:00 am - 12:00 pm

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

  •  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
  • 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
  • Is the “STRETCH IRA” really dead or did it just relocate?
  • Overview of income tax planning, when IRAs are paid to a trust

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.


May 27, 2022
9:00 am - 12:00 pm
Event Category:


Michelle Blackmon
(866) 223-1786