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Best Practices Tour

The Best Practices Tour is designed to help accounting professionals understand the complex world of distribution planning for their clients’ IRAs, 401(k)s, and other retirement programs.This three-hour CPE ACCREDITED PROGRAM introduces accounting professionals to the Accountant’s Obligations in Retirement Distribution Planning and will help CPAs identify the most common mistakes that are made by clients when it comes to distributing assets under a retirement plan. Participants will learn how to help their clients DEFUSE THE TICKING TIME BOMB that can cause a lifetime of savings to be lost to heavy, immediate, and unnecessary taxation at the time of distribution.

By attending the BEST PRACTICES TOUR: ACCOUNTANT'S OBLIGATIONS IN RETIREMENT DISTRIBUTION PLANNING, CPAs will be able to:

BEST PRACTICES TOUR REGISTRATION

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Event is Not Open to Liberty Tax Service or H&R Block Representatives

Please answer these questions to see if our information is a good fit for your business model:

 
 

Do you prepare individual tax returns full time?

Are you retired or planning to retire in the next 1-2 years?

Are you the principal of your firm, or coming along as a guest with the principal of the firm?



 

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Agenda

8:00 AM Continental Breakfast and Registration
8:30 AM Your Clients’ Retirement Savings Time Bomb: How to Defuse it
9:00 AM The Most Costly IRA Mistakes Your Clients Must Avoid
9:30 AM IRA/401(K) Distribution Issues Faced by Clients and Accountants
10:00 AM The New Threat to Your IRA: The IRS Crackdown
10:15 AM IRA Custodians: The Good, the Bad and the Ugly
10:30 AM How New Tax Laws Impact Your Clients
10:45 AM The Latest IRA/401(K) and Pension Plan Updates
11:00 AM Bullet Proofing Your Practice from Ligitation
11:15 AM Practice Succession Issues

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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