Course Number: |
071016 |
Course Title: |
Taxation of Annuities and IRAs |
Description: |
Registration & Breakfast 8-9 a.m., CPE - 9 a.m. - 12 p.m. Employee of member rate = $45
Annuities and IRAs
Will concentrate on the taxation of annuities and IRAs - both qualified and non-qualified annuities. The topics will cover death benefits, stretching the annuities over the decedents lifetime in the case of a beneficial annuity. We will talk about what happens with the gift tax laws as well. |
Speaker: |
Frank Kelly, EA
|
Knowledge Level: |
Basic |
Sponsor: |
PSTAP - South Central Chapter |
Date: |
10/19/2016 |
Number of Days: |
1 |
Location: |
New Cumberland, Clarion Hotel (Formerly Holiday Inn) |
Address: |
I 83 & PA Turnpike Exit 242 148 Sheraton Drive
New Cumberland, PA 17070 |
CPE Credits: |
3 Credits Tax (Federal)
|
Host Chapter(s): |
South Central |
Meal: |
Day 1 Choices All American Breakfast Buffet
No Meal
|
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