CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Annuity Basic with Latest Updates

4.6 (85)

Carlos Dias Jr.

Carlos Dias Jr.

Thursday, April 01, 2021 | 02:00 PM EDT

  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
  • CFE

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00473-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0473)

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00473-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00473-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

What is an annuity? Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investment. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.

As the personal financial planner, you must be educated in the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.

This CPE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This CPE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Learning Objectives

  • Learn a general overview of annuities.
  • What are different phases of Annuity ?
  • What are different types of Annuities and why it is important to purchase an annuity ?
  • Gain basic information to provide an understanding of the differences and who may or may not be a fit for an annuity.
  • Tax Treatment of Annuities

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Others
  • Tax Attorney

Testimonial

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(
    [no_of_record] => 85
    [average] => 4.6000
)
 

4.6

(85)
64%
33%
4%
0%
0%

KR

Great, knowledgeable instructor who adds value with editorial comments about pros and cons of each product type.

LR

Great quick summary of annuities. Helped me to understand the basics. Complicated topic and speaker was very clear.

HY

LEARNED THE BASICS OF ANNUITIES.

RV

VERY GOOD

YS

OK

MP

A lot of great information