This two-hour event is scheduled on Wednesday, May 12, 2010, at 12:00 PM - 2:00 PM ET.
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.
Speakers/Faculty Panel
Blanche Lark Christerson
Managing Director
Deutsche Bank Private Wealth Management
Barry C. Picker, CPA/PFS, CFP
Shareholder
Picker & Auerbach, CPAs, P.C.
Laura R. Westfall
Associate
White & Case
David A. Berek, JD, LLM, CPA, CFP
Director, Family Wealth Management
Credit Suisse Securities (USA) LLC
For more details on the event, please visit: http://www.knowledgecongress.org/
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
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 webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.”
