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IRAs and Conversions Webinar

Thursday, May 30, 2024
10:00am-12:00pm

This course covers the essentials of IRAs. We’ll go well beyond the basics to cover crucial topics: when to convert traditional IRAs to Roth IRAs, how to minimize tax on conversion, and when clients should recharacterize IRA contributions (and how to recharacterize). We’ll also discuss how to get a waiver for clients who fail to take the required minimum distributions and other traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments.

2 CPE Credits

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Webinar Instructor: Greg White

Greg White, CPA, taught for 14 years as an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. He is a founder and shareholder in WGN PS in Seattle, WA. He has been named a Top 50 IRS Representation Practitioner in the U.S. by CPA Magazine and has taught for several professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.

 

Technology Preparation for Webinar

Please test your computer system before the online event. Our Help page contains step-by-step instructions for how to test your system in advance and how to enter the online event on the scheduled day. Set yourself up for success.