Qualified Retirement Plan Updates & Opportunities – What Opportunities Are Available For The 2020- 2021 Tax Years? 1 Credit
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Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure – and – fun retirement, you need to build the financial cushion that will fund it all. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved.
However, retirement planning is a multi-step process and in most cases, it evolves over time. This CPE/CE course takes a long-term approach to the retirement plan that starts with ERISA. It also includes the change in careers over the long period of time that a professional may take. This is a remarkable value addition that covers a wide range of requirements of the population. A detailed description and included calculations make the CE webinar more relevant for the simplicity of understanding and comparison.
This online CPE webinar on taxes covers the following key topics:
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00386-21-S) (Valid upto : Jul 05, 2023) | 1 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) | 1 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00387) | 1 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00386-21-S) (Valid upto : Jul 05, 2023) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01008-22-S) (Valid upto : Dec 31, 2023) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00386-21-S) (Valid upto : Jul 05, 2023) | 1 CE | Approved |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Charles Rosenberg is one of
New Jersey’s foremost retirement planning experts, drawing upon his 25 years of
industry experience to provide trusted counsel to clients and skilled
leadership to INTAC Actuarial Services’ highly trained advisors. Under his
leadership, INTAC has grown to service more than 3,000 clients, and has been
consistently ranked New Jersey’s #1 401(k)/Defined Contribution Provider and
Best Places to Work by NJBIZ®.
His career began at
family-operated INTAC in 1994 as a pension consultant, gaining hands-on
experience in plan design and client service excellence. Today, as INTAC’s managing partner, he
spearheads the firm’s pension sales and marketing programs with an emphasis on
delivering a high-touch, personalized customer experience. He proactively
consults with clients and advisors on all forms of Defined Contribution and
Defined Benefit Plans throughout the planning process, ensuring that each INTAC
client has a top-notch quality plan that meets their unique needs.
Charles is a Certified
Retirement Counselor and Administrator (CRC, CRA), and has attained the
designation of an Accredited Investment Fiduciary (AIF). As an expert in retirement plan design, he is
frequently called upon to lecture and lead industry forums on Qualified
Retirement Plan topics for accountants and financial advisors. Publications
including PlanSponsor.com and local area newspapers The Bergen Record and The Star
Ledger have quoted him as a
subject matter expert.
Active within industry
organizations, Charles serves as a volunteer committee member with various
groups, such as NIPA. He also sits on the TPA Advisory Boards for Nationwide, VOYA
and Transamerica, and is an avid supporter of local community and charitable
organizations.
Prior to joining INTAC, he
was Vice President of Finance at Oxford Medical. Charles holds a Bachelor of
Science in Accounting from Touro College in New York City.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
May 13, 09:00 AM ET
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