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2010 IRAs in Review

2010 IRAs in Review

Thursday, October 21, 2010 from 9:45 AM to 12:00 PM (PT)

Carlsbad, CA


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Event Details

Please join us in my office as we participate in a monthly teleconference series, The Advisors Forum Presents Live CPE Series. This month the topic is, 2010 IRAs in Review and will be led by Robert S. Keebler, CPA, MST, DAEP.

 

 

Over the course of the last year, there have been some significant developments involving IRAs and qualified retirement plans. Accordingly, tax professionals will need to be aware of these new developments so as to triage the issues and identify opportunities. During this session we will cover following important topics.

 

·         Non-spousal beneficiary transfers of inherited qualified retirement plan benefits into inherited IRAs.

·         Recent IRA Private Letter Rulings (PLRs)

·         IRAs payable to grantor trusts

·         Applying for 9100 relief

·         Roth IRA conversion planning opportunities in 2010

 

It will be held Thursday, October 21, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.

Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Chris Cazier, will call to confirm your attendance, or feel free to call me at (760) 930-1987.  Seating is limited, so please enroll early.  I look forward to seeing you on October 21st.


Sincerely,


Debra Leffler Streeter

 

When

Thursday, October 21, 2010 from 9:45 AM to 12:00 PM (PT)

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Where

Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad, CA 92011




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Streeter Law Group, A PC

Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.

2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011

(760) 930-1987

WWW.STREETERLAW.COM

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