What Attendees are Saying

Our experience in crafting our program has helped thousands of professionals improve their businesses. We are confident that you too will gain a tremendous amount of invaluable information that will help you stand out from the crowd and help you provide better service to your clients.

I cancelled my morning meetings to attend, and it was well worth it.” -B.L.
“With over 15 years as an accountant. I had no idea how much I didn’t know about these important topics.” -H.R.
“I started bulletproofing my practice immediately after the meeting.” -L.S.
“I’ve reduced client defections significantly since attending the tour!” -W.P.
“Todays smart accountant needs to be special; they must offer ideas and solutions that their competition has no knowledge of or cannot be commoditized by the internet” -L.L.
“Wow! This was the best presentation on IRA distribution changes and strategies I have ever attended.” -M.B.
“Invaluable information!” -N.B.
“The best meeting I have attended in the past 10 years.” -S.H.
Dynamic and totally enjoyable.” -D.S.


More Updates


For trusts that inherited an IRA in 2019, an important deadline is approaching. The due date to provide required trust documentation to the IRA custodian to ensure that the longest payout period possible is available for the inherited IRA is October 31, 2020. Generally, only individuals who are named on an IRA beneficiary form can

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The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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