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Retirement

About This Webinar

$30 per credit hour – VASEA Members (with member discount code)
$50 per credit hour – Non-Members

Early Bird Package prior to August 31 - $299 VASEA Members / $399 Non-Members
(Join VASEA today for $90!)

NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION:
There are several types of retirement plans that the tax professional will encounter on a regular basis. This course will help you become familiar with the most common types of retirement plans, and provide a detailed overview of the 1099R. This course will touch briefly on SSA-1099 and RRB-1099R.

Program Level – Basic

IRS Program Number - QSRNU-T-00620-23-O

Participants will earn up to 1 hour IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Who Should Attend: Individuals with little to no tax prep experience interested in preparing taxes as a career, and newer tax professionals looking for a refresher on basics

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

Cancellation
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Categories:
BUSINESS & FINANCE CAREER EDUCATION & LEARNING PROFESSIONAL DEVELOPMENT
Who can view: People who attended or registered for the webinar only
Webinar Price: $50.00
Featured Presenters
Webinar hosting presenter
Instructor
LuSundra Everett, EA is the owner of Everett Tax Solutions and ETS Tax Relief – both virtual firms.

LuSundra has been an Enrolled Agent since 2017 and has been active in the Enrolled Agent Community! She’s a member of the National Association of Enrolled Agents, on the Membership Committee for NAEA, and was awarded the Emerging Leader award for 2021. She has been a member of the Board of Directors for the Virginia Society of Enrolled Agents since 2018. She is a Fellow of National Tax Practice Institute, and a Certified Tax Coach.

She is frequently invited to teach continuing education on Cryptocurrency Taxation.
Documents
Attended (18)
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