Kristy Maitre and Michael Miranda will discuss the following topics in Part 1 - Retirement Planning and Social Security: Checklist for Preparing for Retirement; IRAs; Roth IRAs; 401(k) plans; Limitations, Distributions and Penalty Issues; Impact on Social Security Benefits and Future Taxability
October 10, 2017 - Noon to 2 pm (CST) - 2 hours of CPE
► To register: https://goo.gl/HXsuzx
Who should attend:
Please consult your state’s accrediting agency/board for its rules on admissibility of this course. It is the responsibility of the attendee to understand and comply with state licensing CPE/CLE requirements.
Kristy is the tax specialist at ISU’s Center for Agricultural Law & Taxation. Prior to joining CALT, Kristy worked for the Internal Revenue Service for 27 years. Before retiring from the IRS in 2014, Kristy was serving as the IRS Senior Stakeholder Liaison for the State of Iowa. At CALT, Kristy conducts frequent webinars and seminars on a variety of tax topics. She also instructs practitioners through her writings on TaxPlace and her free bi-weekly webinar, The Scoop: Hot Issues from the Front Lines.
Michael Miranda, CPA, QKA, AEP, MIRANDA CPA & Consulting LLC in Sioux Falls, South Dakota. Michael previously worked for Williams & Company CPA PC as a senior manager from 1989 to May of 2017. While at Williams & Company, Michael provides tax consulting, estate planning and employee benefit services. The tax areas include corporate, individual, partnership, estate and gift, and tax accounting. The employee benefit areas include employee benefit planning and consultation services for qualified and non-qualified plan and welfare benefit plans. His previous responsibilities include the management and development of the Firm’s employee benefit services. In 1976, he received a B.S. Degree in Accounting from Indiana University, South Bend, Indiana. Prior to joining Williams & Company, he was on staff as a Tax Specialist with Price Waterhouse in offices at South Bend and Minneapolis, providing tax and estate planning for individuals and small to medium-sized businesses. Professional affiliations include membership in the American Institute of Certified Public Accountants, the South Dakota Society of Certified Public Accountants, and the American Society of Pension Professional Actuaries (ASPPA). In December 2007 he received the ASPPA QKA designation. Michael is also a member of the National Association of Estate Planning Councils (receiving the Accredited Estate Planning (AEP) designation in October 2014). He is currently the Treasurer and Liaison Board member for the Sioux Falls Estate Planning Councils. He currently holds CPA licenses in the states of Iowa, Minnesota and South Dakota.
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.