LIVE WEBINAR 

Live Webinar - IRA Update and Review - February 19, 2019

With Deborah Crawford

Live Webinar - IRA Update and Review - February 19, 2019


With Deborah Crawford
  • 1 Survey
  • 1 Multimedia
  • 1 Text
  • 1 PDF
  • 2.0 hrs
Course description

Already know the basics on IRAs? Just need the new information and a good review for the 2018-2019 tax year? This is the program for you. It is designed for the banking professional with some IRA knowledge and provides a comprehensive review of what is new and intricate with these products. 

What you will learn: 

  • All new IRA numbers for contributions
  • All new numbers for Roth and Traditional phase-outs
  • Implications of the Tax Cuts Jobs Act
  • Review of products
  • Distributions
  • New Reporting Codes
  • Self Certifications
  • Inherited IRAs
  • Reporting Changes
  • Combat zones and disaster relief
  • And much much more…

WHO SHOULD ATTEND?

IRA Administrators, New Accounts, Personal Bankers, Branch Administration, Deposit Operations, Branch Managers, BSA Officers, Training and Business Development Personnel

Course Curriculum

Webinar
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Instructor

Deborah Crawford
Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.