New Tax CPE Course - Roth IRAs & Qualified Roth Contributions
This tax cpe course explores the various aspects of the Roth IRA and Qualified Roth Contributions to 401(k) and 403(b) plans in light of the removal of the conversion limits for years after 2009.
It includes the special taxing routine for 2010 conversions and looks at the intricacies of the 5-year aging rules, distribution ordering rules, beneficiary rules, non-qualified distribution taxation and penalty rules and interaction with qualified Roth plans. Also included are planning considerations for conversions. This is a must course; it will help you deal with all of the questions your clients will have related to Roth IRAs in 2010 and later years. The course provide 3 hours of federal cpe for CPAs, Enrolled Agents and Tax Preparers.
Lee Reams II
I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.