»»  Lunch and Learn Seminar

*** REGISTER ONLINE: Click here to register using our secure online registration page.

Roth Conversions 

Audience: Certified Public Accountants (CPA) and attorneys

Date: Mon., Jan. 11, 2010

11 a.m. -  1 p.m.

Location: Community Foundation of Northern Colorado, 4745 Wheaton Drive, Fort Collins

Fee: $45, which includes course materials, lunch, and refreshments

Class Instruction: Peter B. Scott, JD, LLM (Tax), Keeth-Scott Law Group, PC and C. Jan Lord, JD, The Law Office of C. Jan Lord, LLC

Course Description: Recent tax law changes will allow all individuals, even the wealthy, to convert their traditional IRAs into Roth IRAs. The new tax law opens planning opportunities for individuals who were previously precluded from converting because of the $100,000 adjusted gross income limitation. In this class, we will describe the differences between a traditional IRA and a Roth IRA, and explore the pros, cons and mechanics of conversion.

Continuing Education Credits: This program is approved for 2 hours of continuing education credit. The course level is basic to intermediate. A certificate will be provided to assist those who complete the course in meeting the reporting requirements.

*** REGISTER ONLINE: Click here to register using our secure online registration page.

CANCELLATION POLICY: In the rare event that a paid registrant advises our office that he or she is unable to attend the scheduled course, we will make every attempt to apply the registration fee toward a future course. If that is not possible, we appreciate your understanding that the registration fee is not refundable.    

Mark Your Calendar

Roth Conversions
Wed. Feb. 24 Certified Financial Planners (CFP) and insurance professionals

Title Changes and Beneficiary Designations
Wed. April 7 CFP and insurance professionals
Thurs. May 27 CPAs and attorneys

Fixing Broken ILITS
Wed. Oct. 13 CFP and insurance professionals
Thurs. Nov. 18 CPAs and attorneys