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  • 20 May 2024
  • 2:00 PM - 5:00 PM


  • IRS Number: 5KBKR-T-00889-24-O



IRS Number: TATHT-Q-00099-24-O

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit. Building upon the above-mentioned foundational knowledge, TaxSpeaker is including key updates for consideration amid 2023-2024 legislative changes affecting all things financial. During this course, you’ll receive a run-down of the history of IRA’s, changes in the last few years, and problem areas such as self-dealing. We will also take care to think critically together about future possibilities to prepare for, such as what Roth IRA withdrawals and conversions may look like, as well as whether or not we’ll see Roth IRA’s becoming taxable.

Presenter: TaxSpeaker

Cost:  $175/Members,  $215/Non-members

Registration Deadline: May 19, 2024

Zoom: Important Information - upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.


May 20, 2:00 - 5:00 PM EST

Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

Additional Information

  • Credit Hours: 3
  • Field of Study: Taxes
  • Program Level: Intermediate
  • Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
  • Prerequisites: None
  • Advanced Preparation: None
  • Instructional Method: Group Internet Based
  • Approved by: NASBA & IRS


Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

Click here for VSTAP cancellation policies.

©2019, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

8100 Three Chopt Rd. Ste 226 | Richmond, VA 23229 | Phone: (800) 927-2731 | asv@virginia-accountants.org

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