2-hour CPA Program
with Ed Slott
Tuesday, April 28th PROMPTLY at 11:30 AM
CPA Program
Executive Benefits of America will be hosting Ed Slott for a 2-hour CPA Program.
Lunch will be provided as 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, Knoxville, TN 37919
Second floor conference room right outside Suite P-295
2-hour CPA Program
*Lunch Will Be Provided
What you will learn at the Roth Blueprint Bootcamp:
Overview of new tax law changes
Big picture tax planning
SECURE Act impact on RMD Planning
Beneficiary RMD Planning - 10 year rules
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