On-Site Tailored Training - Tax Advantaged Accounts | Wolters Kluwer
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On-Site Tailored Training – Tax Advantaged Accounts

  • On-Site Tailored Training offers a cost-effective way to provide your entire staff with consistent, relevant IRA, HSA, and CESA related information at your location, on a day and time that makes sense for you, allowing you to take your tax advantaged accounts program to the next level.

    You choose the topics

    • IRA Establishment
    • Contributions
    • Rollovers and Transfers
    • Direct Rollovers
    • Distributions
    • Required Minimum Distributions
    • Beneficiary Options
    • Excess Contributions and Recharacterization
    • Simplified Employee Pension (SEP) Plans
    • Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) IRAs
    • Coverdell Education Savings Accounts
    • Health Savings Accounts
    • Policy Development
    • Self-Audits
    • You choose the add ons
    • Tell us your concerns or areas that need extra attention, and we’ll tailor your session accordingly. Maybe you want to include discussion on procedures or business requirements unique to your organization. Whatever the issue, we’ll incorporate the information into your training in a logical and user-friendly presentation.

    You choose the format

    • Half Day
    • Full Day
    • Multiple Days

    You choose the knowledge level

    • Beginner
    • Intermediate
    • Advanced
    • Combination based on your needs

    Wolters Kluwer provides the rest

    • Presenter
    • Training Materials
    • Trusted Information