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Advanced Personal Financial Planning Conference 2016

34 - 10 Critical IRA Tax Planning Issues

Jan 19, 2016 3:15pm ‐ Jan 19, 2016 4:30pm


IRAs have their own distinct and complex tax rules, and all CPAs doing financial planning must know them. This session will identify ten critical IRA tax planning issues that are frequently overlooked or not addressed until it’s too late, and the tax damage is done. Attendees will:
• Learn how to recognize the biggest and most costly IRA tax mistakes
• Identify clients affected and develop practical planning strategies to avoid these IRA tax traps


  • Ed Slott, CPA, Partner, Ed Slott and Company, LLC

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