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RETIREMENT DISTRIBUTIONS: CASE STUDIES

 Wed, 11/20/2019 from 1:00 pm to 2:45 pm
 Online
 
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
Designed For:

CPAs, tax professionals, financial planners and other qualified professionals

Prerequisite:

Basic knowledge of tax compliance and planning concepts

Clients may expend substantial effort and sacrifice to maximize their retirement plan contributions, and typically feel that they can deal with their plan balances at will. That is not the case. Distributions from retirement plans are subject to a series of complex requirements and decisions as well as income and estate tax obligations that can lead to substantial tax liabilities and penalties if not carefully addressed. Timing of plan withdrawals and distributions, careful identification of beneficiaries, and following rules that favor form over substance are all important to understand. There is legislation in Congress likely to pass this year that will change some of these rules dramatically


Delivery Method: Individual webcast
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.