Member Fee: $165
Non-Member Fee: $265
Speaker: Debbie Crawford, gettechnical, Inc.
Already know the basics on IRAs and HSAs? Just need the new information and a good review for the 2020-21 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.
Program Topics:
- All new IRA numbers for contributions
- All new numbers for Roth and Traditional phase outs
- Implications of the Tax Cuts Jobs Act
- Review of products
- Distributions
- New Reporting Codes
- Self-Certifications
- Inherited IRAs
- Reporting Changes
- Combat zones and disaster relief
- CARES Act
- SECURE Act
- Telehealth and new medical expenses for HSAs
- And much, much more