Virtual
Calendar of Events
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Alert! IRA Update: IRS Notice 2023-54 Provides Relief for IRA Owners and Administrators!
Alert! IRA Update: IRS Notice 2023-54 Provides Relief for IRA Owners and Administrators!
IRS Notice 2023-54 Provides Relief for IRA Owners and Administrators! Deadlines you need to know and act on immediately! Webinar | Monday, August 21, 2023 | 1:00pm - 2:00pm CENTRAL Time In all the confusion of last-minute year-end age changes for IRAs and the regulations which amended the 10-year rule, it is no wonder the…
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Opening Texas Deposit Accounts
1-Day Virtual Class | August 24, 2023 | 9:00am-3:00pm CENTRAL Time Beneficial Ownership Rules - National Database will be established! The Texas Deposit Accounts seminar will look at all the state legal issues on ownership and documentation of the accounts for personal, business, estate and trust accounts. We will look at your current procedures to…
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Opening Mississippi Deposit Accounts
1-Day Virtual Class | August 25, 2023 | 9:00am-3:00pm CENTRAL Time Beneficial Ownership Rules - National Database will be established! The Mississippi Deposit Accounts seminar will look at all the state legal issues on ownership and documentation of the accounts for personal, business, estate and trust accounts. We will look at your current procedures to…
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Opening Alabama Deposit Accounts
1-Day Virtual Class | August 31, 2023 | 9:00am - 3:00pm CENTRAL Time Beneficial Ownership Rules—National Database will be established! The Alabama Deposit Accounts seminar will look at all the state legal issues on ownership and documentation of the accounts for personal, business, estate and trust accounts. We will look at your current procedures to…