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Certified Estate Planning Specialists for IRAs

Get extensive insights on core areas of Estate Planning for IRAs from our expert presenter Robert Keebler, CPA,CGMA,CPA/PFS, AEP.

Certified Course Overview

  • Develop an understanding of how to take the advantage of the no RMD rule
  • Oragnize succession of family or business
  • Minimize estate planning taxes
  • Learn how to apply new Estate tax planning strategies in light of changes to IRA and employer plan rules
  • Be an expert in handling asset protection plan of the clients
  • Through understanding of the Deferral and Tax rate arbitrage associated with Charitable Remainder Trust (CRT)

Why this certification course

Effective January 1, 2020, we have a radically different law governing Inherited IRAs and retirement plans than we had in the past. The stock market seems particularly jittery and that may continue for a long time. Your own finances and family situation could change significantly between the time you draft your wills, trusts and beneficiary designations and the time of your and/or your spouse’s death.

This comprehensive course will help you learn critical fundamentals concepts of Financial and Estate Planning for IRAs that you need to know while advising your clients. You can add tremendous value to your practice. It is a series of webinars covering the core areas of retirement financial planning, estate planning, solutions to retirement plan beneficiary disasters, Roth Conversation after the SECURE Act and detailed understanding of Qualified plans after death.

Recommended For

  • This course is best for those with less than three years of estate planning experience. We will help you overcome some of the most challenging planning tax concepts so you can minimize risk and be an asset to your department.
  • For an Advisor who helps their clients with Financial and Estate Planning to advise their clients in the most beneficial manner.
  • Professionals Interested in beginning it’s career which will have work involved around Financial and Estate Planning


Course Title Educational Credits
  • To discuss the foundational contribution tax concepts
  • To discuss the rollover issues and solutions
  • To summarize the IRA penalties on early distributions, excess contributions & excess accumulations
  • To review the fundamental estate planning concepts for IRAs
  • To summarize the basics of prohibited transactions and unrelated business taxable income (UBTI)
  • To prepare a decedent’s final income tax return
  • To discuss Wills and Trusts and describe how they work
  • To discuss fiduciary accounting and how it relates to the Form 1041
  • To discuss valuation adjustments
  • To discuss various estate tax deductions
  • To understand the new changes relating to IRAs and employer plans.
  • To learn how to apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To Develope a thorough understanding of the Deferral and Tax Rate arbitrage associated with a Charitable Remainder Trust.
  • To understand the Income and Estate Tax-Free Benefits of IRA relocation.
  • To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning
  • Low value Roth conversions
  • Taking Advantage of the no RMD rule
  • Roth conversions equal to the forgiven RMD
  • Hedging Roth IRAs with Insurance
  • Tax-sensitive withdrawal strategies and many more.
  • To identify the new changes relating to IRAs and employer plans.
  • To recognize the new and extended income tax provisions enacted as part of this new legislation
  • To recall new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To recognize Income Tax Planning when IRAs are Paid to Trusts and how to Pass-Out Taxable Income to the Beneficiaries
  • To identify the consequences failing to update the beneficiary designation form after a death or divorce
  • To explore the ramifications of failing to provide for a spouse
  • To recognize repercussions of failing to name a beneficiary
  • To identify the results of failing to name contingent beneficiaries
  • To recognize effects of naming the estate as beneficiary
  • To explore the results of naming a non-qualified trust as the beneficiary
  • To identify consequences of naming a potential spendthrift as beneficiary
  • To recognize the effects of naming an older relative as the primary beneficiary
  • To explore the ramifications of naming a trust with older relatives who are primary beneficiaries
  • To recall the consequences of incorrect titling of an inherited IRA

Continuing Education Credits

This Certificate Course Qualifies for following Credits

  • 12 CE credit for all Annual Filing Season Program (AFSP)
  • 12 CE credit for all California Registered Tax Preparers(CRTP)
  • 13 CPE credit for all Certified Public Accountants (CPA-US)
  • 13 CE credit for all Certified Senior Advisor (CSA)
  • 13 CPE credit for all Certified Valuation Analyst (CVA)
  • 13 CE credit for all Chartered Advisor in Senior Living (CASL)
  • 13 CE credit for all Chartered Financial Consultant (ChFC®)
  • 13 CE credit for all Chartered Special Needs Consultant (ChSNC)
  • 12 CE credit for all Enrolled Agents (EA)
  • 12 CE credit for all Enrolled Retirement Plan Agent
  • 13 CE credit for all Financial Services Certified Professional (FSCP®)
  • 12 CE credit for all Maryland Tax Preparer (MRTP)
  • 12 CE credit for all Oregon Registered Tax Preparers (ORTP)
  • 13 CPD credit for all Personal Financial Specialist (PFS)
  • 13 CE credit for all Retirement Income Certified Professional (RICP)
  • 13 CPD credit for all Trust and Estate Practitioners (TEP)
  • 13 CE credit for all Wealth Management Certified Professional (WMCP)

Our Certificate

The Certified Estate Planning Specialists for IRAs course is created for individuals working in financial or tax planning areas. The course is well deserved for those who currently involve (or will soon involve) Estate Planning into their practice for their firm, themselves, or their clients. This course will help you gain mastery in  financial and estate planning for IRAs. After this 15 hours training course, you will more easily be able to manage your estate planning practice. This certificate course is the premier training option for those looking to gain confidence, increase accuracy, and be better prepared for potential situations while performing Estate Planning.


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Frequently Asked Questions

Know more about our processes and how we work, with the helo of the following FAQs.

This certificate course will be covering basic understanding of Estate Tax, foundational contribution tax concepts, understanding the new amendments relating to IRAs and employer plans, identify various law value Roth conversions, changes affecting IRAs and employer plans and how to avoid retirement plan beneficiary disasters.

By completing this certificate course, you and your firm will be able to distinguish from the    competition prevailing in the market. You will able to provide a professional service of a higher standard which will help your client serve better.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this certificate course, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this certificate course. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to or contact our support team through live chat support.
The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.
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"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."