Join us for a free, no obligation, special event featuring Ed Slott and his Five Best Year-End IRA and Retirement Tax Planning Strategies.

Avantax is proud to present Ed Slott’s Five High-Value Retirement Tax Planning Conversations to Have Before Year-End. This program will feature the latest tax rule changes and will guide Tax and Financial Professionals how to identify the clients who will benefit the most. Additionally, Ed will present high-value actions you can use immediately to engage your clients, beneficiaries, prospects, attorneys and more. In this session, you will learn how to develop these practical planning strategies to showcase your expertise and increase your bottom line.

Space is limited for Ed Slott’s year-end presentation – Register Today!

Ed Slott is a nationally recognized IRA distribution expert, speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

Avantax is a pioneer of Tax-Smart Investing™ and over the last 40 years we’ve helped thousands of Tax and Financial Professionals just like you set themselves apart from the competition with a tax-inclusive approach to wealth management.

NASBA Field of Study: Specialized Knowledge
CFP Principal Knowledge Topic: Retirement Savings and Income
Instructional Delivery Method: Group Live (NASBA); Live Program (CFP^® Board)
Program Knowledge Level: Basic (NASBA); Overview (CFP^® Board)
Prerequisites: None
Advanced Preparation: None
Learning Objectives:

• Learn how the SECURE Act changed beneficiary options in relation to the stretch IRA and how to better position clients for the future.
• Understand the pros and cons of Roth IRA conversions and which clients can benefit the most.
• Identify how changes to the SECURE Act affected life insurance for wealth transfer planning.
• Learn about common errors and challenges for qualified charitable distributions and options for charitable planning.
• Identify tax-smart estate and gift planning strategies for appropriate clients.

Speakers:
Ed Slott, CPA, Ed Slott and Company, LLC
Sandeep Varma, Wealth Strategist, ATS Wealth Management

For more information regarding refunds, program cancellation policies or any other concerns, please contact Colleen Wood at colleen.wood@avantax.com.

Avantax^® 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.