39 Results for ‘secure-act-what-it-means-for-401-k-and-iras’
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TopicsConstruction (6)Medical Records (6)Banking (5)Nonprofit (4)Legal (4) More
Product TypeOnDemand Course (31)Report (4)Live Webinar (2)White Paper (1)MP3 Download (1)
CreditCLE (2)CPE (1)Enrolled Agents (1)NALA (1)
Learn how to effectively attract and retain major gift donors to get the results you need.Many nonprofits desire major donation funding but remain at a loss as to how to approach the topic.
Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place. The SECURE Act became effective in January and is perhaps one of the most significant changes to...
Live Webinar August 11, 2020 1:00pm EST
CLE, CPE, Enrolled Agents credit available
Gain an understanding of the new RMD rules due to the SECURE Act.For decades the rules requiring minimum distributions from retirement plans and IRAs were largely unchanged.
Gain a better understanding of the SAFE Acts mandates and how they have been implemented.Mandates flowing from the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) have been implemented over the...
Improve your grant writing skills and increase your grant sources.Grants are a significant source of funds for nonprofits. This topic will demonstrate proven methods to increase your chances of winning more grants with...
Medical Identity Theft and Keeping Medical Records Secure On May 1, 2009, the FTC’s new regulations, called the Red Flag Rules went into effect. These rules state medical practices must write and implement an...
Understand the United States cybersecurity laws and how to protect your clients. Clients are focused on how their personal information is being handled and computer breaches are commonplace.
Live Webinar August 19, 2020 1:00pm EST
CLE, NALA credit available
Take steps to secure and maintain your rights and assess potential action against infringers.Intellectual property is often one of your business's most valuable assets.
CLE, SHRM credit available
Learn the techniques and tools needed to secure timely payment from customers.Getting customers to pay and pay on time is a challenge faced every day by all companies who sell on credit.
Learn what the Miller Act is and how it impacts your payment rights on federal construction projects.Contractors working on federal projects cannot lien a federal project for nonpayment.
Showing 1 - 10 of 39 results.