2-hour CPA Program

with Ed Slott, CPA

Tuesday, April 28th PROMPTLY at 11:30 AM

green plant on brown soil

CPA Program

Executive Benefits of America will be hosting Ed Slott, CPA for our CPA Program. Attendees will receive 2 hours of CPE .

Lunch will be provided as CPA Ed Slott shares a 120-minute program providing all-new practical insights into how clients can take advantage of 2026 tax planning opportunities.

Tuesday, April 28th - 11:30 AM

Knoxville, Tennessee

1111 N Northshore Dr, Knoxville, TN 37919, USA

1111 N, Northshore Dr., Knoxville, TN 37919

Second floor conference room right outside Suite P-295

Parking is available on the West side of the building

2-hour CPA Program

*Lunch Will Be Provided

What you will learn from CPA Ed Slott's Retirement Tax Playbook:

  • Overview of new tax law changes

  • Big picture tax planning

  • SECURE Act impact on RMD Planning

  • Beneficiary RMD Planning - 10 year rules

  • New IRA Trust Problems from Secure Act

  • Secure 2.0 New Mandatory Catch-up rules

  • Roth conversion planning

  • Charitable planning with IRAs

  • OBBBA Tax Provisions Effective in 2026

  • Planning Summary - Action Steps for Advisors

CPA Program COUNTDOWN

Want to learn more or speak to someone about the event?

Click below to connect with us or call 865-444-1151