Complex IRA Issues and the Secure Act 2.0
Greater Long Beach Chapter Meeting

Date/Time:

Wednesday, August 30, 2023
6:00 PM to 7:00 PM - Registration/Dinner
7:00 PM to 9:00 PM - Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

Mr. Sheby will provide a complete overview of the tax regulations pertaining to IRS. Changes to age limits on contributions, catchup provisions for taxpayers age 50 and older, changes to IRA distributions for RMDs and missed RMD, changes to early withdrawal penalties, QCDs, Roth conversions and backdoor Roth conversions, inherited IRS will be discussed and much more!This is a presentation that we will not want to miss.

Presenter(s):

Jerry Sheby, CFP
Mr. Sheby has been involved in the financial services industry as a registered representative and an insurance agent since 1986. He became a Certified Financial Planner™ (CFP®) in 1990. He has been a member of the Los Angeles Chapter of the FPA (Financial Planning Association) since 1994 where he then served on the board of directors for the FPA as the Vice President of technology for 3 years. He founded his financial planning practice in 1999 to provide objective, personalized financial planning services for his clients.In addition to being an active member of the Greater Long Beach Chapter of CSTC, Mr. Sheby conducts his tax preparation and financial planning business in Long Beach.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01873-23-I
CTEC: 1000-CE-5309

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $40
Registration Fee (Non-Member): $70

In order to register for this Greater Long Beach, contact Dennis Kaho At (562) 421-8523 to make your registration and to let him know that you wish a meatless dish for dinner. Additional registration option would be emailing Shobha Bajaj at [email protected]

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.