Webinar | December 4th, 2025 | 10:00am-11:30am CENTRAL Time | $199

Overview:

It’s that time of year again, we get to work on IRA Year End requirements.  Checking the required minimum distributions, inherited IRA distributions, reporting codes and more.  The One Big Beautiful Bill Act (OBBBA) brought 3 changes to HSAs and we will take a look at those also.  Wrap up 2025 successfully and enter the tax season with all updated information and handbook.

You will receive:  Updated IRA and HSA Handbooks

 Highlights:

• Year-End Reporting checks and procedures
• New HSA rules from OBBBA
• Inherited IRA Distributions and rules
• Trusts as beneficiaries of IRAs
• New repayment codes
• New Charitable Distribution codes
• New numbers for IRAs should be out
• And much much more…

 Who should attend?

IRA Coordinators, Branch Staff, New Accounts, Training and Compliance

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this all-day seminar is $299 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $100 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.