SN000726: Diving Deeper into Tax Planning: Determining if Roth Contributions or Conversions are Best Now, Later, or Never
Description
Join NCACPA’s Financial Planning Network and Michelle Davis, CPA/PFS on Tuesday, November 10 from 12:00 – 1:00 pm via Zoom for a (non-CPE) event diving into tax planning.
Attendees will:
- Identify Ideal Candidates for Roth Contributions or Conversions – Hint: It’s not everyone.
- Understand the Trade-Offs of Roth Strategies – Will you pay more today or tomorrow?
- Consider the Impact of Future Tax Planning – Don’t miss out on future deductions chasing “tax-free.”
- Learn How to Perform this Analysis without Financial Planning Software
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN000726.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
About the Speaker: Michelle Davis, CPA/PFS
After reinventing herself and pursuing career #3, Michelle Davis, CPA/PFS is following her passion to empower people with their money. Michelle’s previous careers were in hospitality and traditional accounting, including nearly 10 years serving North Carolinians as a Revenue Field Auditor with the NC Department of Revenue. Michelle holds the AICPA’s Personal Financial Specialist (PFS) certification and continues to pursue the Certified Financial Planner (CFP®) certification, having passed the CFP® Exam.
She is an active volunteer and speaker with her local chamber of commerce, the NC Council on Economic Education (NCCEE), and the NCACPA’ Financial Planning Networking Group. Additionally, she has served on multiple boards including the Financial Planning Association’s (FPA) Triangle Chapter and the NCACPA’s Young CPA Cabinet (now the Young Professionals Cabinet).
Event Code:SN000726
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| SN000726 MEM | SN000726 MEM | $ |
| SN000726 NM | SN000726 NM | $5 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.