CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients

  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
Tax-Free Wealth CE credit webinar

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00659-21-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0625)

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

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPD credit (Verifiable) for CPA/PFS

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

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00659-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00659-21-O)

2 CE credit for Certified Senior Advisor (CSA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The only two certain things in life are death and taxes. But if you’re smart, you’ll do everything you can to put both off as long as you can.

Living longer means doing things like exercising, eating right, and generally living a healthy lifestyle, both physically and mentally. And while it’s very difficult to pay $0 taxes, there are quite a few things you can do as a real estate investor to permanently reduce the amount of tax you pay.

In this online CE course, the speaker James Lange will discuss why you and your client’s IRAs and retirement plans are under attack. Why the SECURE Act should be named the Massive Income Tax Acceleration on Retirement Plan Owner’s Act.

The inauguration of Joe Biden, a Democratic Congress, the $1.9 trillion pandemic relief packages, the proposed infrastructure packages and the Sunset Provisions of The Tax Cuts and Jobs Act of 2017 all point to massive income tax increases for IRA and retirement plan owners. This CE course will reveal critical strategies that will help you protect yourself and your clients’ financial security and generational wealth.

Major topics covered in this online CPE/CE webinar:

  • The most important tax principle for IRA and retirement plan owners
  • Potential impacts of Secure Act
  • How more annuities are bad news for consumers?
  • Examples of past tax raises without raising rates
  • Examples of potential future tax raises without raising rates
  • Considerations for Roth IRA conversion

Click here to view CE courses on | Latest Tax Updates | Trust, Estate and Financial Planning |

Learning Objectives

  • To discuss effective methods of transferring assets from the taxable to the tax-free world. 
  • To describe critical concepts and the math behind Roth IRA conversions. 
  • To evaluate how less obvious tax increases might come from eliminating the current step-up in basis provision and the favorable capital gains rates and how you should respond.
  • To discuss the Sunset Provisions of the TC&J Act of 2017 will not only increase income tax rates but also will dramatically lower the federal estate tax exemption. The strategies presented will not only save income taxes, but also estate taxes.
  • To discuss various gifting strategies with proceeds invested tax-free like 529 plans, your beneficiaries Roth IRAs and Roth 401(k)s, and life insurance all that will pass income and estate tax-free to your heirs.

Who Should Attend?

  • Accountant
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA


    [average] => 4.4286
    [no_of_record] => 77




very interesting


Great webinar!


Good learning




This was my first time using ZOOM but thanks to the instructors clear speaking voice and pacing of the material I found my comfort zone and got a lot from the class


it is new information to me. As attorney-spa, I may consider what kind of opportunity is out there rather than a traditional office job.