Tax Treatment of Individual Retirement Arrangements ON DEMAND

Overview

In an era where time seems to be perpetually scarce, feeling overwhelmed has become a common experience for many professionals. This course is specifically designed to address this challenge by imparting essential skills in project management and time efficiency. It aims to provide a ‘big picture’ understanding of the fundamentals of project team success, combining interactive, game-like scenarios with real-life project management challenges. The course focuses on developing the skills and tools necessary for effective time management, allowing attendees to plan their day, week, month, and year with greater proficiency. Participants will learn how to enhance their productivity and performance by mastering the art of working smarter, not harder. The course covers the five key processes of project management as defined in the PMBOK-Initiating, Planning, Executing, Controlling, and Closing-and delves into the ‘Trade-off Triangle’ of time, cost, and requirements. Attendees will also learn about vital project management tools, such as work breakdown structures and Gantt charts, and how to prioritize tasks effectively to achieve key outcomes more efficiently. This course is an invaluable resource for professionals seeking to improve their time management skills and achieve greater success in their project roles.

Highlights

Traditional IRAs. Eligibility rules. Limits on contributions. Considerations. Roth IRAs. Conversions and transfers. Benefit distributions-death before 2020.

Prerequisites

None.

Designed For

CPAs.

Objectives

Identify the activities needed to establish facts for a tax question. Specify the principles related to tax planning. Identify the sources of information used in tax research. Recall the authority level for the different types of statutory and administrative law. Identify the general classifications of tax commentary that are available.

Preparation

None.

Notice

None.