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Annuity Fundamentals & Tax Planning for Accountants & CPAs

4.4 (716)

Carlos Dias Jr.

Carlos Dias Jr.

Wednesday, November 20, 2019 | 02:00 PM EDT

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

1 Credit


Subject Area


Course Description

An annuity is guaranteed lifetime income that reduces the likelihood that you’ll run out of money in retirement. Income from an annuity is predictable, steady, and cannot be outlived. 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.

Learning Objectives

  • What is an Annuity?
  • Phases of an Annuity
  • Types of Annuities
  • Why Purchase 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


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




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!


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


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


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


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


great seminar.