OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: June 6, 2019

Time: 08:00 am - 04:00 pm

Cost: $190 to $260

Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Holiday Inn - Portland South; 25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Phone:: 503-682-2211
Website:: Visit Venue Website

Speaker

Bob Jennings, CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

Event Description

From 401-k's to IRA's this course covers the most common implementation, compliance and planning tools available for tax advisors. It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations. All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives. An overview of defined benefit plan options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives. Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to one of those rare classes that is as useful for the beginner as it is for the experienced practitioner.

Additional Information

Course Objective

Upon completion of this course, you will be able to: Inform your clients on the different options for retirement plans and help them to choose the best one for their personal situation.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes