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Annuity Basics with 2020 updates

4.4 (716)

Carlos Dias Jr.

Carlos Dias Jr.

Wednesday, April 15, 2020 | 09:30 AM EDT

  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
  • CFE

1 Credit

FREE

Subject Area

Taxes

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

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Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

What is an annuity? Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investment. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.

As the personal financial planner, you must be educated in the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.

This CPE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This CPE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Learning Objectives

  • Learn a general overview of annuities.
  • What are different phases of Annuity ?
  • What are different types of Annuities and why it is important to purchase an annuity ?
  • Gain basic information to provide an understanding of the differences and who may or may not be a fit for an annuity.
  • Tax Treatment of Annuities

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Finance Director
  • Others

Testimonial

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    [no_of_record] => 716
    [average] => 4.4246
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4.4

(716)
56%
32%
10%
1%
0%

AP

I knew there were more to annuities than meets the eye and thanks to this webinar I feel I’m not in the dark anymore. Carlos provided a lot of useful information through his thorough and clear presentation, and I always appreciate it when webinar presenters include citations of their source/reference in the handout. Thank you!

HS

The webinar went well, the instructor is very knowledgeable and offered many scenarios. I just had a hard time grasping all the information and I will need to take this course again. Well rounded, covered a myriad of topics with lots of information to explain the topics

SW

Presentation is very easy to follow and it explained many basic concepts of annuities for the average audience who has limited knowledge of the subject. Good job! Will attend more the same subject series

CD

This is a very informative annuities webinar. I have experience with annuities, but am far from an expert, and the presentation covered many areas where my understanding has increased as a result

AV

Carlos gave a thorough overview of the types of annuities. Their advantages and disadvantages including how complex they are. He is very knowledgeable and his presentation was very helpful and informative

AC

great seminar.