Registration: 8:30 AM EST
This two-part course will first tackle required minimum distributions (RMDs) from employer retirement plans and IRAs, including planning opportunities that may exist in certain situations to minimize distributions, as well as the rules regarding required minimum distributions and the taxation of distributions. The second part of the course will cover advanced trust issues. Trusts can be rather unwieldy, especially in explaining the functions to a client and having them comply with the trust terms. This course delves into best practice, language trusts should include, as well as ways your client can be best protected.
Any tax practitioner that desires to improve customer service related to required minimum distribution compliance and establishing a trust.
A basic understanding of retirement plan distributions, taxation of distributions, and simple trusts.
Dennis Riley, CPA
Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.
$289.00 - Member
$389.00 - Non Member
Note: Online pre-registration will close 24 hours prior to this event.
Remind me to register
Print a registration form