Auditing Your IRAs (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

IRAs are easy to audit because they have defined paperwork for documentation and all require reporting to the IRS. If you have repetitive, or what auditors like to call systemic errors, count it a good thing because either the system or your CSRs’ training needs to be corrected, and the errors will go away. If the errors are random, then you probably have greater liability, and it is harder to correct on-going problems. Some things can be corrected, and some things cannot. For example, rollovers that are incorrect may create liability for your financial institution, and withholding that is not signed is not something you can go back and fix.
When
7/22/2019 3:30 PM - 5:00 PM
 

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