OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: September 20, 2024

Time: 08:00 am - 04:00 pm

Cost: $300.00 to $370.00

Event Category: Taxes,Accounting,Business Tax,Personal Tax

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Live Streaming Webinar; , US
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Speaker

Bill Leonard, CPA, CFFA

Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience.

Event Description

2024 Complete Retirement Guide including Secure Act 2.0

Webinar Only

If signing up for both days, make sure you register for the package!!!!

The Complete Retirement Guide will consist of overviews for each of the following: Business Pension plans IRA's, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirment changes from the Secure Act 2.0

Additional Information

Course Objective

Upon completion, attendees will also have thorough knowledge of business pension plans, IRA's, Roths & Conversions & Retirement Distributions.

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes