End of Year Tax Reporting—Make sure your credit union is prepared! (Webinar)

 Webinar Icon Overwhelmed about tax reporting for Individual Retirement Accounts, Coverdell ESAs, or Health Savings Accounts? Then, this timely webinar is just what you need.

If you haven’t started planning for tax reporting season, it’s not too late. Whether you’re new to tax reporting, or need to freshen up your understanding of the regulations, this webinar will help you make sure your credit union is prepared.

In this webinar, you will learn basic tax reporting information on these accounts and more. This webinar will cover IRA, ESA, HSA tax forms and due dates. You will learn to identify due dates for tax forms to account owners and the IRS, and to determine which tax forms are needed for each account type.

Watch this free recorded webinar. Follow along with the presentation slides.

End of Year Tax Reporting—Make sure your credit union is prepared! (Recorded Webinar) from NAFCU Services Corporation  


After watching this webinar, you will be able to:  

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

Expert Presenter:

This webinar is presented by Paul Kern, Manager of Instruction for Ascensus. He is an active member of the National Certified IRA Professional (CIP) Examination Board of Directors and CIP Commission and the American Society for Training and Development (ASTD). He 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).

This is a complimentary webinar from NAFCU Services and Ascensus, the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents, and Consulting.  



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Contact info at: www.nafcu.org/ascensus