Log Out

Surgent's Guide to Avoiding the Top 10 IRA Distribution Mistakes (IRA4)

  Tuesday, Nov. 05, 2019 from 1:00 p.m. to 3:00 p.m.
 Online
 
2.0
20 / 2-60797
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
VSCPA Members
$89.00 Regular Registration
Nonmembers
$89.00 Regular Registration
Designed For:
Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)
Prerequisite:

A basic understanding of individual income tax

Distributions from retirement accounts is inevitable, and distributions can be taxable. However, the tax code includes provisions that can be taken to minimize income taxes that would be due on retirement account assets and avoid penalties. Being aware of these provisions is the first step to taking advantage of these tax benefits. Of course, understanding the steps that should be taken is equally as important.


Delivery Method: Individual webcast
CPE Credit: Taxes
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 Surgent McCoy.

Related Events

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.