Basic Tax Reporting Responsibilities (Recorded Webinar)

Webinar IconBasic Tax Reporting Responsibilities (Recorded Webinar)

Topics:

• IRA, ESA, HSA Tax Forms
• Due dates for IRA, ESA, and HSA Tax Forms

Benefits:

• Identify due dates for tax forms to account owners and IRS
• Identify which tax forms are used for each account type and for what purpose

Objectives:

• Identify the IRA, ESA, and HSA tax forms required for contributions and distributions;
• Recite the IRA, ESA, and HSA tax form due dates to the account owner and IRS; and
• Analyze current tax year processes to assure accurate reporting and compliance.

Materials:

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 Expert Presenter

Paul_KernPaul Kern, Product Manager of Education, Ascensus

In his current role, Paul is responsible for conducting, collaboratively designing and evaluating all training programs to meet the needs of financial organizations nation-wide. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission.

Paul holds a Bachelor of Science Degree in Elementary Education from Winona State University and a Master of Science Degree in Curriculum and Instruction from the University of Wisconsin-Madison. He is a member of the American Society for Training and Development (ASTD), has earned the designation of Certified IRA Specialist (CIS) through Ascensus, Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU), as well as the designation of Certified IRA Services Professional (CISP) through the American Bankers Association (ABA).


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Ascensus is the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting. More educational resources and contact information are available at www.nafcu.org/ascensus.

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