In “What CPAs Need to Know About Roth IRA Conversions for Their Clients in 2010,” ExecSense examines all the key practical, strategic, and financial considerations that accountants need to consider when advising their clients on whether to convert their traditional IRAs to Roth IRAs in 2010. Take the 60 minutes to view this webinar (on your computer, mobile phone, iPod or printed out) to update your knowledge on recent changes to the rules relating to Roth IRA conversions for the 2010 tax year, get guidance on the best ways to evaluate whether a Roth IRA conversion in 2010 makes sense for your client, and learn best practices to help clients get the most out of their Roth IRA conversion from a tax perspective.
Upon ordering, ExecSense will email you a link to download the webinar for viewing on your computer, mobile media device (iPod/iPhone, Blackberry), or printed out. The downloaded files will include the PowerPoint presentation, audio narration and jpeg images of the slides (for watching on your mobile media device).
The webinar is led by an expert on advising accountants on Roth IRA conversion strategies for 2010, John Azodi (CPA, Azodi CPA + Investments), and focuses on:
• Everything you need to know in 60 minutes before advising a client on whether to convert their traditional IRA to a Roth IRA in 2010
• A roadmap to the most important financial, strategic, and practical considerations that accountants need to evaluate before advising a client whether to convert, including how to weigh the benefits associated with Roth IRAs (such as lower taxes on Social Security benefits, the avoidance of RMDs, and the increased ability to pass assets to heirs) against the potential tax costs of the conversion
• Effective tips and strategies from other accountants that helped their clients get the most out of their 2010 Roth IRA conversion (or correctly advised their clients that conversion was not for them), as well as important lessons learned from CPAs whose advice caused their clients to make the wrong conversion decision or lose the benefits of conversion
• The 10 questions that accountants most need to be ready to answer from clients with respect to the decision to convert traditional IRAs to Roth IRAs in 2010
Praise for ExecSense Webinars:
“Well organized, well articulated, and easy to follow. The ExecSense webinar I attended was the best virtual learning experience I've had in quite some time.” – Brian K. Moore, HR Communications, Humana
“Dynamic, up-to-date resource...” – Tina Ferguson, CEO of Rapid Success Partners
“ExecSense webinars are convenient and on-point…an intelligent discussion on a very relevant subject.” – Meghan Wulff, Focus Management Group
As with any ExecSense webinar, if you are not 100% satisfied with this webinar, you can exchange it for any other webinar.
Purchasing Options
Option 1: Registration for 1 + Free Pass for a Colleague + Access All Webinars for 1 Year – $500
Subscription includes access to all previous and upcoming webinars (a $5,000 value) on the most important topics, trends and technologies for accountants that arise over the course of the upcoming year, and webinars that keep you in-the-know on topics such as “Subtle Sales Tips, Tricks, & Techniques for Accountants,” “What Accountants Need to Know About Social Networking (LinkedIn, Facebook, Twitter),” “Public Speaking & Presentation Skills for Accountants,” “How to Get on Boards of Directors as an Accountant,” “Conflict Management and Negotiation Strategies for Accountants,” “How to Create a Personal Brand as an Accountant,” “Tips, Tricks & Apps for Accountants with a Blackberry/iPhone,” “Strategies for Collecting Late Payments from Clients,” and “How to Grow Your Practice as an Accountant.” Upon subscribing, you’ll start receiving an email every week notifying you of upcoming webinars, for which you can attend any live or have the files sent to you afterwards (you will also receive a username/password to be able to download any previous webinar directly from our web site). Free pass is for this webinar and the access code can be emailed to any colleague.
Option 2: Registration for 1 Person to View This Webinar – $250 Per Attendee
If you would like to register multiple people to attend this webinar, please update the number of people in the QTY column on the next page once you click on the Add to Cart button. The access code you receive if signing up for one person will only be valid for one attendee.
Get unlimited access to this webinar for your entire team/firm for only $1,500. Click here to purchase and upon receiving your order ExecSense will create a special URL that they can visit to download the webinar directly to their computer or mobile phone anytime during the next three months (or even host the files indefinitely on your own web site).
