Effective January 1, 2010, the limitations on who can convert a traditional IRA into a Roth are gone. Although conversions offer a significant wealth planning opportunity, they may not be appropriate for everyone: the tax cost of converting may be prohibitive, and the opportunity cost of the tax dollars may be a deterrent.

To give listeners a solid sense of the issues and opportunities surrounding unlimited conversions, the program will discuss some of the following:
- overview of Roth IRAs
- profiles of the "ideal" candidates for conversions
- special rule for 2010 conversions
- the taxable amount of the conversion and "basis" issues
- undoing a conversion

This live webcast presented by The Knowledge Group will give tax and related professionals some of the basic tools necessary to speak with clients about this new opportunity. Register now as slots are limited. Significant discounts are available to early registrants.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103974
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

Who Should Attend?

- CPAs
- Lawyers
- Wealth and Financial Planners
- Bank and Trust Officers

Why Attend?

This is a must attend event to anyone interested in understanding the latest updates on Roth IRA Conversions.
    - Detailed guidance explained by the most qualified key leaders & experts
    - Hear directly from key regulators & thought leaders
    - Interact directly with panel during Q&A

Registration has been closed for this event.
Click below to order the recording
Wednesday, May 12, 2010 
12:00pm to 2:00pm (ET)

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

Roth IRA Conversions: Issues and Opportunities
LIVE Webcast
Speaker Firms:

Picker & Auerbach, CPAs, P.C.

The Knowledge Group, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit. Attention New York Attorneys: This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less. To Claim Your CLE Credits: The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board. To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml

The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. "We bring together the world's leading authorities and industry participants through informative two-hour webinars to study the impact of changing regulations."

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