Get Ready for 2014 Basic Tax Reporting (Webinar)

 Webinar Icon Get Ready for 2014 Basic Tax Reporting (Webinar)

Join industry expert Paul Kern as he discusses what you need to know to prepare for 2014 basic tax reporting. In this webinar, he will focus on IRA tax forms and due dates, as well as touch on 2015 IRA highlights: 

  • Identify the IRA tax forms required for contributions and distributions
  • Explain the IRA tax form due dates to the account owner and the IRS
  • Analyze current tax year processes to assure accurate reporting and compliance
  • Highlight a few changes that will effect IRAs in 2015 
Materials

PDF Icon 2014 Basic Tax Reporting/2015 IRA Changes »
PDF Icon One-Per-12-Month Rule »

PDF Icon Download the presentation here »


Expert Presenter

Paul Kern, MS, CIS, CIP, CISP, NCCO
Manager of Resource Development | RPS

Paul Kern Headshot New 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 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, has earned the designation of Certified IRA Specialist through Ascensus, Certified IRA Professional through Ascensus and the National Association of Federal Credit Unions, as well as the designation of Certified IRA Services Professional through the American Bankers Association.


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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.