Introduction to Financial & Estate Planning for IRAs 2.5 Credits
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Are you ready to enhance your expertise in Individual Retirement Accounts (IRAs) and Estate Planning within the post-SECURE Act 1.0 landscape? Join us for an exclusive Continuing Professional Education webinar featuring Michael Miranda.
In this highly informative course, we will embark on a journey into the intricate world of IRAs and Estate Planning, with a specific focus on the far-reaching impact of the SECURE Act 1.0. Throughout this CE Tax Webinar, you will gain invaluable insights that demystify complex topics such as "Designated Beneficiary Trusts," "Eligible Designated Beneficiary Trusts," and "Conduit Trusts."
Prepare to discover the critical implications of these trust types on IRA distributions and, more importantly, learn when and why it's essential to consider reforming or modifying trusts to optimize tax planning under the new rules.
Our engaging and expert speaker will accompany you on this educational voyage, using real-world examples and case studies to help you grasp the intricacies of trust structures, distribution rules, and their profound impact on IRAs. By the end of this comprehensive session, you will be well-equipped to navigate the advantages and disadvantages of utilizing trusts for IRAs, empowering you to make informed and strategic financial planning decisions.
The following are the major topics covered in this online course:
Don't miss this opportunity to expand your expertise in IRAs and Estate Planning, enhance your professional skills, and earn valuable CPE credits. Register now to secure your spot!
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) | 2 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Estate Planning for CIPM | 2.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) | 2 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Estate Planning for CIPM | 2.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) | 2 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-S) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Estate Planning for CIPM | 2.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) | 2 CE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-O) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-O) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-O) | 2 CE | Approved |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.
Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.
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.
JC
Vey knowledgeable instructor. Learned alot about RMD under this secure act.
SL
Very knowledgeable presenter and clear information.
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