What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • January 21, 2016 • 0 Comments
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.

Live Webcasts

ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups

Tuesday, Feb. 9, 2016
2:00-3:40 p.m. ET
Speaker: Kelsey Mayo, J.D., Partner, Poyner Spruill LLP, Charlotte, NC
This webcast will provide a brief look at the impacts of controlled groups and affiliated service groups, as well as a deeper look at how to analyze such groups, consider strategies for addressing uncertainties and avoid common pitfalls.

ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense

Wednesday, March 16, 2016
2:00-3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.
This webcast will cover the intricacies involved in effecting in-plan Roth rollovers, compare and contrast pre-tax IRA conversions and Roth IRAs and discuss strategies and projections.

ACOPA Webcast: Cash Balance Plans 10 Years after PPA 2006

Tuesday, April 19, 2016

2:00-3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
This intermediate-level session will explore the use of cash balance plans, what they are and many of the technical issues involved with these plans.


ASPPA Philadelphia Regional Conference
May 19-20, 2016, Marriott Downtown, Philadelphia

Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!