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A Deeper Look into Annuities 2021

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
A Deeper Look into Annuities 2021

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00471-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0471)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00471-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00471-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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(1)

Oct 25, 2021 | 09:00 AM EDT View Details

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Oct 25, 2021 | 09:00 AM EDT View Details

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Corporate External Financial Reporting Decisions

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Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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Basic Concepts of Fixed Asset Accounting

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Excel Accountant: Internal Control

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Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

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Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Often marketed as a financial product, an annuity is basically a contract between you and an insurance company designed to provide an income that is guaranteed for the rest of your life. You make a payment (or payments) to an insurance company and, in return, they promise to grow that money and send you payments during retirement.

Annuities are very complex and they come in several different shapes and sizes, but when you boil it down, they’re an insurance product. You’re paying the insurance company to take on the risk of you outliving your retirement savings.

From there, the various types can get complicated. If you’re not careful it will make your head spin, so let’s break it down.

Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about how these products work.

This online CPE webinar for CPAs aims to discuss the following key topics: 

  • The crediting strategies
  • Choosing the right income rider
  • Deciphering bonuses given by insurance companies
  • The difference between accumulation and income account value
  • “Stretching” an annuity
  • How a Market Value Adjustment (MVA) can be advantageous.

Recommended for:

CPAs, Financial and Tax planners and advisors who advice people on Annuities

CPAs and other professionals wanting to learn about Annuities

Learning Objectives

  • To identify components of annuity contracts, including crediting strategies, bonuses, and income riders
  • To recognize the differences between fees and spreads
  • To identify minimum guaranteed contract values and surrender charges
  • To determine overview exit strategies and 1035 exchanges

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • Enrolled Agent
  • Estate Planners
  • Tax Attorney
  • Tax Professionals

Testimonial

4.5

(118)
60%
30%
9%
1%
0%

HW

Clear slides, easy to follow

KR

Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

GMJ

THANKS!

VS

Very good

RR

Great!

JT

loved it