Concurrent Session Onsite and Online
SOP2202. IRA Update/Distribution Planning
Congress and the IRS have made changes and are proposing more changes to IRA distributions. Learn the most recent information so you can guide your clients in this important area
Learning Objectives:
- Determine what has changed and what hasn’t as well as the impact to IRA distributions
- Identify what potential planning opportunities are available for your clients
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
TAXES
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
