"The Seven Biggest Mistakes IRA Owners and Beneficiaries Make" The world of IRA’s is incredibly complicated. Make the wrong decision and it could end up costing you or your heirs thousands of dollars in unnecessary taxes. One example: Did you know, if you fail to withdraw the correct amount once you reach age 70 ½ the penalty levied by the IRS is a whopping 50% of the shortfall. Presented by David Kover, CFP, principal at Vertical Financial Group.
Discussions starts at 9 am and topics may include:
- Latest topics at CFO.com
- CFO Sentiment Survey - Duke/CFO.com
- Top Financial Stories - Wall Street Journal
7:30 - Registration is free, 8 am - 2 CPE Program, 9 am CFO Roundtable Discussion
*** Includes Continental Breakfast. Chief Financial Officers (CFO), Controllers, Accounting Managers & Supervisors and IMA members. Sponsorship opportunities for future roundtables are currently being accepted.
This roundtable is designed for chief financial officers, controllers, accountants and other senior financial executives in Southwest Florida. The objective of the CFO Roundtable is to provide a forum for discussion of important issues of a financial and business nature, to present timely, relevant information related to financial management and to provide a networking opportunity amongst CFO peers. IMA executive committee members will provide an overview of the CFO Roundtable.