2021 IRA Fundamentals Every Banker Should Know Web Rec

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

Speaker: Debbie Crawford, gettechnical, Inc.

As one of the base products of financial institutions, there are basics that every banker should know. We will cover the products, the movements, the distributions and basic reporting to the IRS. You will learn talking points, how to stay out of tax advice situations, and use the forms to help you navigate to compliance. It is a must for your training library and will help all staff during this coming tax season.
1/14/2021 - 7/14/2021

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