IRAs and Tax Reporting in Episys

03/07/2017 | 9:30 am - 11:00 am ET
Level: Intermediate
Location: Webinar
Cost: $119 per attendee
Contact: Synergent Learning Center at

IRA season will soon be upon us … what better time to increase your knowledge on IRA distributions and tax reporting in Episys?.  See how IRA distributions work, learn the important steps in calculating RMDs, and discover how IRS distribution records can provide you with more flexibility and streamline your processes.  We will also review the important tax forms in Episys and show you how to:

  • Open new tax-deferred shares
  • Navigate the IRS record and learn all about the required fields
  • Calculate and set up automatic RMDs


Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.

Registrations are closed for this event.