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Annuity Fundamentals & Tax Planning for Accountants & CPAs

4.4 (716)

Carlos Dias Jr.

Carlos Dias Jr.

Tuesday, February 04, 2020 | 11:00 AM EDT

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

1 Credit

FREE

Subject Area

Taxes

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 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
)
 

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.