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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
With the signing of the One Big Beautiful Bill (OBBB) Act, including the sunset of key provisions under the Tax Cuts and Jobs Act (TCJA), Roth conversions may play a critical role in proactive planning for high-income clients.
We’ll break down the technical and strategic elements of Roth conversions, including income tax implications, coordination with estate and retirement planning, and how to assess the long-term benefits for clients. The session will also address common practitioner concerns such as timing conversions around income variability, managing estimated taxes, and understanding the ripple effects on Medicare premiums and Social Security benefits.
In addition, we’ll explore sophisticated planning strategies using trusts and other estate planning tools to reduce exposure to rising tax rates and enhance intergenerational wealth transfers
After this course you will be able to:
Session Highlights:
Credits and Other Information:
Who Will Benefit:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
llene Slatko, CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, coaches clients on building strong financial decision-making skills. She spent over 25 years as a financial advisor and built her business through her seminar series, “Women and Their Money.” Ilene is a subject-matter expert on the Federal Employees Retirement System (FERS) and speaks to civil-service employees across the federal agency spectrum.
Ilene is proud to be an award-winning speaker and columnist and is delighted to help facilitate a greater understanding of pre-retirement and retirement issues.
Credits and Other Information:
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
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