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Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


IRA & HSA 2019 Update, Including Tax Reform Considerations

Attend this webinar for a timely overview of important rule changes affecting IRA and HSA plans. Understand the impact of recent tax reform legislation on IRA plans, including the Tax Cut and Jobs Act of 2017 and the Budget Bipartisan Act of 2018.

Jan 14, 2019 02:00 PM   -­­  Jan 14, 2019 03:30 PM
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Location


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Type of Event
Webinar

Who Should Attend
  • Webinars
  • Compliance

Register

Description

Rule changes have arrived. Are more on the way? Attend this webinar for a timely overview of important rule changes affecting IRA and HSA plans. Understand the impact of recent tax reform legislation on IRA plans, including the Tax Cut and Jobs Act of 2017 and the Budget Bipartisan Act of 2018. Whether you work directly with IRA and HSA owners or your role includes operational, reporting, or managerial responsibilities, this session will provide practical insights into the latest IRA and HSA issues.

Learning Objectives

  • Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, and HSA contribution limitations, including COLA calculation changes 
  • Recent regulatory guidance and proposed legislation, including any late-breaking news 
  • The latest information on recharacterizations, the 10% premature distribution penalty tax, rollover treatment of erroneous IRS levies, taxable alimony, handling federally declared disaster area distributions and rollovers, and much more 
  • HSA rules rarely discussed:
    • Handling mistaken HSA owner distributions
    • Dealing with mistaken employer HSA contributions
    • Less common qualified medical expenses

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Investment

$259.00

Live and recorded webinar, handouts, quiz with answer key and training log are included.