Ed Slott - CPA & Attorney Program VII presented by Bruton Financial Advisors 
- 2 Credit Hours 

CPAs and attorneys have an unprecedented opportunity to create and update tax and estate plans to help clients keep more of their hard earned money. Ed Slott and Company’s IRA Technical Consultant Jeffrey Levine, CPA will provide you with the latest information and strategies to make you stand out from the competition and best serve your clients.

This 2-Hour Program Educates You On:

• The 5 most common and COSTLY IRA mistakes made by CPAs and             Attorneys
• Estate planning with IRA trusts
• Advanced Roth conversion tax planning
• Overview of the income, estate, gift and generation-skipping
   transfer tax rules asthey relate to retirement planning
• The latest IRA tax cases and rulings
• Planning to minimize exposure to the healthcare surtax