IRA Tax Reporting and Withholding: Trends, Regulatory Changes and Best Practices

IASA Member Registration fee: Waived
Non-Member Registration fee: $50
Tuesday, March 19 


The 2019 "Refer a Friend" Contest is BACK and BIGGER! 

This year's contest is short but sweet.  Refer a friend to join the March or April webinars and get entered into the contest.  What's the prize?  Win a meet and greet and photo op with one of IASA's Keynote Speakers at IASA 2019 in Phoenix.  The contest closes April 26th so get busy and refer now for this event for your chance to win.   Simply have the friends you refer enter your information as part of the webinar registration to get entered and they'll be entered for an IASA raffle prize, too!


         This event is available on-demand for members in the archives 24 hours following the stated live event time
and will be available as a QAS Self Study event (CPE credit) 3-5 days following the live event.
Members click here to access the archives.  You will be prompted to login.         

Event Description:

With the massive baby boomer generation reaching retirement age, IRA reporting is quickly becoming one of the hottest fields in tax information reporting – and one of the most difficult for insurance companies. In this webinar, join Sovos experts as we discuss the latest trends in IRA reporting. Plus, hear about the top regulatory changes of 2018, a review of tax year 2018 reporting, and best practices for IRA reporting and withholding. 

Participants must successfully complete a qualified assessment with a minimum passing grade of at least 75% before issuing CPE credit for the course.

Learning Objectives:

Upon completion of this webinar, participants will be able to:

. Recognizing the most recent trends and changes in IRA reporting, and how to prepare for them 
. Identify the impact that shifting federal and state deadlines will have on their reporting processes
. Identify best practices for eliminating risk and maximizing efficiency with IRA reporting and withholding




Sponsored By:  
Learn more at: https://www.sovos.com 

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1 CPE credit may be earned for this event!
Field of Study: Accounting
Delivery Method: Group Internet Based & QAS Self-Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Requirements for CPE: Upon logging into the event you will need to confirm your request to
receive CPE credit,  will be required to participate in 50 minutes per hour of presentation 
and will be required to participate in polling and complete the post event survey and and 75% pass rate on test.
Now print your CPE Certificate before exiting the event using the new Survey, Test and Certification widgets!
Instructions provided during the event.

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Interested in additional CPE?  IASA's e-learning Committee is developing a schedule of hot topics you won't want to miss for the remainder of 2019.
See our e-learning landing page for upcoming webinars and get registered today.  Learn More!

Did you miss these recent webinars:

- 2018 Key Annual Statement Changes
- US Tax Reform: Navigating the Changes Impacting
the Insurance Industry Today and Beyond

- Excel Workshop: What's Your Challenge


Great news!  On-Demand versions are now available in the IASA e-learning archive.
These on-demand versions are available to all members by logging in.

IASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

CPE Policies

For information on IASA's e-learning webinar series CPE refund, cancellation and complaint resolution policies, see our
e-learning landing page.
All webinars are on basic subject matter with no prerequisites required to attend.