BEGIN: VCALENDAR
VERSION: 2.1
BEGIN: VEVENT
DTSTART: 20121108T200000Z
DTEND: 20121108T213000Z
SUMMARY: Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues
LOCATION: Your Credit Union


Oklahoma City, Oklahoma
 - Credit Union Association of Oklahoma: http://www.oklahomacreditunions.coop
UID: 974
DESCRIPTION;ENCODING=QUOTED-PRINTABLE:  Date: November 8, 2012 =0D=0A=0D=0A =0D=0A=0D=0A Time:  2:00 PM- 3:30 PM CST =0D=0A=0D=0A =0D=0A=0D=0A Registration Options: =0D=0A=0D=0A  Live Webinar-  $200  =0D=0A=0D=0AThe  LIVE WEBINAR =0D=0A=0D=0Aoption allows you to have one telephone connection for the audio =0D=0A=0D=0Aportion and one Internet connection (from a single computer terminal) to =0D=0A=0D=0Aview online visuals as the presentation is delivered.  You may have as =0D=0A=0D=0Amany people as you like listen from your office speaker phone.  =0D=0A=0D=0ARegistrants receive a toll-free number and pass code that will allow =0D=0A=0D=0Aentrance to the seminar. The session will be approximately 90 minutes, =0D=0A=0D=0Aincluding question and answer sessions.  Seminar materials, including =0D=0A=0D=0Ainstructions, pin number, and handouts will be emailed to you prior to =0D=0A=0D=0Athe broadcast.  You will need the most current version of Adobe Reader =0D=0A=0D=0Aavailable free at www.adobe.com. =0D=0A=0D=0A =0D=0A=0D=0A On Demand Web Link & CD-  $200 =0D=0A=0D=0ACan’t attend the live webinar?  The  ON-DEMAND WEB LINK =0D=0A=0D=0Ais a recording of the live event including audio, visuals, and =0D=0A=0D=0Ahandouts.  We even provide the presenter’s email address so you may ask =0D=0A=0D=0Afollow-up questions.  Approximately 1 week prior to the webinar, you =0D=0A=0D=0Awill receive an email with the web link.  This web link can be viewed =0D=0A=0D=0Aanytime 24/7, beginning 6 business days AFTER the webinar and will =0D=0A=0D=0Aexpire 6 months after the live program date.  But there's more . . . AS =0D=0A=0D=0AAN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The =0D=0A=0D=0ACD ROM includes the original audio/visual presentation, the question and =0D=0A=0D=0Aanswer sessions, and the handouts.  Use the on-demand link or this =0D=0A=0D=0A“off-the-shelf” training program for those that could not attend the =0D=0A=0D=0Alive seminar and for future training. =0D=0A=0D=0A =0D=0A=0D=0A Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)-  $250 =0D=0A=0D=0AIncludes options 1 and 2 above =0D=0A=0D=0A Special Registration Option for member credit unions under $20 million-$169 =0D=0A=0D=0A On-demand link only (does not include CD or live webinar) =0D=0A=0D=0A =0D=0A=0D=0A About:  =0D=0A=0D=0A As year end approaches, what are the critical compliance, reporting, and other issues that need to be revisited before the books are closed for this year?  With IRAs, two things happen:  the money comes in and goes out – all of which is reported to the IRS.  Errors that occur during the year are magnified when reported to the IRS.  This webinar will review the documentation and reporting that should have been done and how to correct errors before year end.  Don’t miss this important review of how the frontline and operations must work together to successfully administer IRAs.  =0D=0A=0D=0A =0D=0A=0D=0A     HIGHLIGHTS =0D=0A=0D=0A     > IRA Issue 1- Determining the proper IRA for your accountholder =0D=0A=0D=0A     > IRA Issue 2- Ensure proper documentation and forms are completed at account opening =0D=0A=0D=0A     > IRA Issue 3- Keeping contracts up-to-date with amendments =0D=0A=0D=0A     > IRA Issue 4- Confusing rollovers and transfers =0D=0A=0D=0A     > IRA Issue 5- Making sure the 70 ½ distributions are met =0D=0A=0D=0A     > IRA Issue 6- Premature distributions and the codes to use =0D=0A=0D=0A     > IRA Issue 7- Your job as withholding agent on IRAs =0D=0A=0D=0A     > IRA Issue 8- Inherited IRAs and death distributions =0D=0A=0D=0A     > IRA Issue 9- Compliance calendar to simplify year-end deadlines =0D=0A=0D=0A     > IRA Issue 10- IRS reporting and common errors =0D=0A=0D=0A*To register for this webinar, click here.      =0D=0A=0D=0AFor more information, please contact Carrie Buchholz at:  =0D=0A=0D=0A(P) 405.702.8622 ext. 215 =0D=0A=0D=0A(E) carrie@cuaok.org =0D=0A=0D=0A =0D=0A=0D=0A 
End: VEVENT
End: VCALENDAR