CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

ROTH IRAS-INS & OUTS OF ROTH IRA CONTRIBUTIONS & DISTRIBUTIONS

4.3 (9)

J. Patrick Garverick, CFP, CPA

THE GARVS LLC

Thursday, November 21, 2019 | 02:30 PM EDT

  • AFSP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CFE

2 Credits

$30

Subject Area

Taxes

Upcoming Webinars

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Jun 18, 2021 | 09:00 AM EDT View Details

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Jun 18, 2021 | 09:30 AM EDT View Details

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Jun 18, 2021 | 09:30 AM EDT View Details

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Jun 18, 2021 | 09:30 AM EDT View Details

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Jun 18, 2021 | 10:00 AM EDT View Details

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Jun 18, 2021 | 10:00 AM EDT View Details

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Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

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Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

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Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

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Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

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Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

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Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules.

Learning Objectives

  • Calculate the maximum allowable contribution to a Roth IRA
  • List the ordering rules of Roth IRA distributions and determine if they are taxable
  • Understand the Roth conversion rules and tax ramifications

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Young CPA

Testimonial

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    [average] => 4.3333
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4.3

(9)
33%
67%
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KL

The presentation of the subject matter was impressive. I was not bored as points of learning were accompanied by relevant examples and the seminar was interactive. This is important to point as I have a short attention span. Will use MyCPE again for earn CPE.

PB

Got clarity on a lot of topics, loved the way the webinar was presented by Patrick. could have been longer but that is because I am a slow learner.

SS

The information contained within the webinar was great.