ASWA Seattle Journal
Wednesday, July 28, 2010 Dinner Meeting
Speaker: Therese Govern, MBA, CPA, CFP, Partner, trueNorth Financial Services, LLC
Topic: Roth Conversions: Who, What, Where and When
Location:
Rainier Golf & Country Club *
11133 Des Moines Memorial Drive, Seattle, WA 98168
(206) 242-2222
Menu:
Entree: Grilled Halibut with Pineapple Salsa
Vegetarian: Pasta Radiatore with Sundried Tomatoes, Capers
Dessert: Seasonal Cobbler
Time:
5:30 pm Social Hour
6:30 pm Dinner
7:30 pm Program
Cost:
Members/Faculty: $27.00
Standing Reservations: $26.00
Guests: $29.00
Student Members: $19.00
Student Guests: $21.00
Coffee Only: $5.00
Roth conversions are a hot topic right now, as the income limitations that prevented many taxpayers from employing this strategy in past years were repealed as of January 1st. Are Roth conversions the greatest thing since sliced bread, as the enthusiasm of the consumer press seems to indicate? In this presentation, you’ll become familiar with the mechanics of Roth conversions and recharacterizations, and learn how to identify which taxpayers are and are not likely candidates for this useful -- but not universally appropriate -- tax strategy.
Therese Govern is a partner, financial planner and investment advisor with trueNorth Financial Services, LLC, a fee-only personal financial planning firm located in downtown Seattle. She has a Bachelor of Arts degree from Oberlin College and a Master in Business Administration from the University of Washington.
Therese joined Karen O’Brien and Joe Hebert at trueNorth in 2006 after four years at another fee-only financial planning and investment advisory firm, and with ten years of prior experience as a CPA. She is a Certified Financial Planner (TM) practitioner as well as a CPA. Her primary area of interest is the retirement transition, and the challenges and opportunities it brings.
Program qualifies for one technical CPE credit.
* Please note that the Rainier Golf & Country Club has a “no jeans” rule. Parking is free. More information can be found by clicking here, including suggestions on traveling by bus.
Reservations, even if selecting the coffee only option, must be made by 5 pm the Thursday before the meeting in order to guarantee a meal. Standing reservations will apply. No-shows and late cancellations will be billed. Walk-ins are welcome, however there is no guarantee a meal will be available.
Please use the Online Reservations Form, or contact Carrie Martin, Arrangements Chair, (206) 467-8645 (ASWA voice mail) or send an email message to Arrangements. For cancellations, please call, use the online form, or send an email to cancel no later than noon on the Monday before the meeting.
Printer version:
PDF file of the latest Journal of ASWA Seattle
Click here to access The Compass, the magazine of ASWA National.
Community Service
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Employment
Our National Partner, Robert Half International/Accountemps, provides articles on many employment topics that we hope you will find interesting and useful. ASWA members can access the latest job listings newsletter at Members Only.
The Journal - Archives of past issues
The Seattle Chapter gratefully acknowledges the support of Accountemps and Robert Half Finance and Accounting for underwriting our newsletter.
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ASWA Mission Statement
The mission of the American Society of Women Accountants is to enable women in all accounting and related fields to achieve their full personal, professional, and economic potential and to contribute to the future development of the profession.
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