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    • Matt & Dave Receive Further Education

    As part of Ed Slott’s Master Elite IRA Group ™, Dave and Matt spent last weekend in Chicago to receive updates on the following:

    • 2010 year-end tax planning, including roth conversions / recharacterizations
    • IRA Updates – latest IRA info, new IRA cases and rulings
    • Correcting rollover errors
    • Estate planning risks

    According to Matt, “this was a wonderful conference that opened our eyes to some things we had not heard of before in regards to IRA cases and rulings. In addition, it was great to learn the latest on tax planning for Roth conversions. We definitely feel even more prepared to assist our clients and prospective clients with these issues.”

    If you have specific questions relating to any of these issues, please call to set up a time to discuss it with Dave or Matt.

    September 28th, 2010 Posted to Blog, Certifications, Taxes | Comments (0)