IRA/HSA Update & Review Webinar

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

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc.

Already know the basics on IRAs and HSAs?  Just need the new information and a good review for the 2020-21 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products.

Program Topics:

  • All new IRA numbers for contributions
  • All new numbers for Roth and Traditional phase outs
  • Implications of the Tax Cuts Jobs Act
  • Review of products
  • Distributions
  • New Reporting Codes
  • Self-Certifications
  • Inherited IRAs
  • Reporting Changes
  • Combat zones and disaster relief
  • CARES Act
  • SECURE Act
  • Telehealth and new medical expenses for HSAs
  • And much, much more
When
2/1/2021 3:30 PM - 5:00 PM

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