CPA TRAINING PROGRAM on IRAs and Retirement Planning - 2 CPE Credits

This event is open to CPAs and attorneys only.

November 10, 2016 - 8:30AM

Forsgate County Club, Monroe Township, NJ

Jeffery Levine, CPA/PFS, CFP (R),Chief Retirement Strategist and Director of Retirement Education of Ed Slott and Company, LLC will present a 2-hour program on IRAs.

There is no fee to attend but advance reservations are required.  Contact Chris Ehrmann at (732) 656-7634 or  

A light breakfast will be served.

The 2-hour program will educate you  on:

  • The 5 most common and COSTLY IRA mistakes made nby CPAs and AttorneyS
  • Estate Planning with IRA trusts
  • Advace Roth conversion tax planning
  • Overview of the income, estate, gift and and generation-skipping tax rules as they relate to retirement planning
  • The latest IRA tax cases and ruling
  • Planning to minimize exposure to the healthcare surtax

Ed Slott and Company, LLC is registered with the Natioal Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of  CPE sponsors.

Worskhops and Classes:


Mike Roberts & Larry Springer are instructors on retirement planning in the Community programs at Middlesex County College in Edison., NJ. 

 Fall 2016 dates are as follows:

Social Security for Couples - October 22nd

Medicare - October 19th

Finacial Strateiges for a Successful Retirement - (4 session course) - October 31st, November 2nd, 7th and 10th


Social Security -October 18th

Medicare - November 17th

Please feel free to call us if your organization is seeking speakers on financial issues.