South Central: Planning During Retirement
4 hours federal tax: IRS
Camp Hill, Camp Hill Corporate Center (formerly Deloitte Building)
300 Corporate Center Drive Camp Hill, PA 17011-1744 United States
This program will cover the essentials of employer retirement plans. We’ll cover IRA distributions, conversions, and rollovers, and how this will interplay with Social Security benefits. We will review SECURE ACT 2.0 changes to required minimum distributions and Inherited IRAs. We will discuss alternative advanced distribution approaches under 72(t) Substantially Equal Periodic Payments (“SEPP”) and Net unrealized Appreciation (“NUA”). We’ll examine strategies to avoid traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 11/16/24 at 11:59 PM EST
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4.00 (Tax (Federal)) | $55.00 |
|
Employee of Member
Registration Ends 11/16/24 at 11:59 PM EST
|
4.00 (Tax (Federal)) | $60.00 |
|
Non-Member
Registration Ends 11/16/24 at 11:59 PM EST
|
4.00 (Tax (Federal)) | $65.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352