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AICPA ENGAGE 2019


ENG1918 - IRA Planning Update (TAX, PFP)


Jun 12, 2019 11:30am ‐ Jun 12, 2019 12:45pm

Standard: $49.00

Description

This session will cover the best retirement tax planning strategies, after tax reform. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. Also included will be the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement advisor. 

Learning Objectives:

  1. To identify the retirement tax planning areas where advisors can add the most value and increase consulting income. 
  2. To be aware of the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.
  3. To learn how to avoid the most costly IRA mistakes made by CPAs. Many of these errors are fatal. They cannot be fixed and the consequences are financially disastrous, to both you and your clients.
  4. To immediately provide valuable and profitable information to clients who are at risk of making errors. They are not getting this information from their typical financial advisor. Be seen as a proactive retirement advisor, as opposed to reporting on events that happened last year. That’s too late.

Speaker(s):

  • Ed Slott, CPA, Partner, Ed Slott & Company

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