CTR Changes still pending? Yes
01/03/2021
What is changed on CTRs and what is still in the hopper?
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.
01/03/2021
What is changed on CTRs and what is still in the hopper?
12/27/2020
If our customer makes a late contribution because he or she serves in the military, how do we report?
12/27/2020
Does the spouse have the right to still “treat IRA as own”?
12/27/2020
What type of IRA can be revoked?
12/27/2020
Why would anyone purchase a Roth?
12/27/2020
Will our OFAC program change with the new administration?
12/20/2020
Is there a new exception for adoptions for IRAs and the 10% penalty?
12/20/2020
Are there new life expectancy tables?
12/20/2020
Why would anyone convert an IRA Traditional to a Roth?
12/20/2020
Can someone really contribute and deduct $58,000 in a SEP?