Roth IRA Conversion Strategies for 2010 and How Planners Should Work With Tax Professionals

Kent Noard, CFP, EA

Meeting Details:

Kent Noard will be conducting an interactive session to cover issues concerning Roth IRA conversions. 2010 will be an important year for the Roth IRA conversion because of the removal of the AGI limitation for such conversions. However, there are significant tax and financial issues that need to be addressed in order to help clients make this difficult, and often not clear-cut, decision. He will discuss how advisers and planners should be working with their clients’ tax professional for the optimal client benefit.

Kent Noard as both a CPA and EA is principal of KLN Financial Group and in private practice since 1981. At UC Santa Cruz Extension he is an instructor and coordinates the PFP Certificate program. Kent’s prior experience has been with the IRS. He earned his Bachelors degree in Accounting from San Jose State and Masters degree in Taxation from Golden Gate University.

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends January 4.

Note: You may continue to register after January 4 but you will be charged at-the-door pricing. Online registration closes January 6.

No refunds will be made after January 4.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after January 4.

This Meeting Proudly Sponsored By
Junxure