IRAs Archives - CPA Trendlines

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The IRA Rescue Guide
The Practitioner’s Guide to IRA Distribution Rules under the SECURE Act [UPDATED & EXPANDED]
The Essential Guide for Retirement Distribution Planning for IRA Owners and Beneficiaries.

With 42-page supplement covering new IRS rules issued in 2022

By Seymour Goldberg, CPA, MBA (Taxation), JD

$109.00 Learn More
IRA DANGER ZONES
Retirement Assets: Traps, Failures and Errors
By Seymour Goldberg, CPA, MBA, (Taxation) JD

The Many Practical Issues You Must Be Aware Of When Dealing with Retirement Assets
$85.00 Learn More
FORM 5329
Major Penalty Changes Involving Failure to Take Timely Required Minimum Distributions from Retirement Accounts (Including IRAs)
By Seymour Goldberg, CPA, MBA, (Taxation) JD

Webcast Lecture, with Commentary, Analysis and Study Guide
$45.00 Learn More
SPECIAL TAX PLANNING BULLETIN
Practitioner’s Introductory Guide to the New Retirement Distribution Rules That You Must Know
SPECIAL TAX PLANNING BULLETIN

By Seymour Goldberg, CPA, MBA, (Taxation) JD

Webcast Lecture, with Commentary, Analysis and Study Guide
$139.00 Learn More

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Tax, accounting, and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to the point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

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