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Employer Retirement Plans

  • AFSP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • CRTP
  • ChFC®
  • CSA
  • Maryland Tax Prep.
  • ERPA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

Our clients have accumulated substantial wealth in their 401(k) plans.

Do they understand their options when they retire? 

Are they aware that if they are not careful, they can be overpaying their taxes?

Taking out a loan from your 401(k) plan can be the financial lifeline you need when you incur a large and unexpected debt. But tapping into your retirement account is a move that shouldn't be taken lightly, and you should carefully consider the pros and cons. 

In this CE/CPE tax webinar, we will look at the pros and cons of rolling over 401(k) plans into IRAs.

Are you sure your clients are maximizing their match from their employers?  

What can your clients do to reduce their required minimum payments? 

What exceptions can be used to avoid the early distribution penalty? 

Are your clients are aware they may take advantage of Net Unrealized Appreciation (NUA)?

If your client takes advantage of NUA, they can be paying taxes at the lower capital gains tax rates instead of ordinary tax rates.

With the help of this CE/CPE course, we will review any pending legislation that may affect your client's retirement plans.

Learning Objectives

  • To discuss the features of a 401(k) plan.
  • To review the pros and cons of 401(k) loans.
  • To analyze how to help your clients reduce their Required Minimum Distributions.
  • To discuss how Net Unrealized Appreciation can lower your client's tax bills.

Recommended For

  • This IRS-Approved CE/CPE webinar is recommended for CPA, CFE, EA, CPA/PFS, TEP, CTEC, ChFC®, CSA, ERPA, FSCP®, CASL, ChSNC, RICP, WMCP, AFSP, Tax Professionals, Tax Directors, Tax Practitioners, and Tax Attorneys desiring to understand Employer Retirement Plans.
  • This CE/CPE course is insightful for tax managers, CFOs, controllers, compliance managers, risk managers, and business owners.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • 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
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CE Credit for Retirement Income Certified Professional (RICP)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 CE Credit for Oregon Registered Tax Preparers (ORTP)
  • 2 CE Credit for Maryland Tax Preparer (MRTP)
  • 2 CE Credit for Financial Services Certified Professional (FSCP®)
  • 2 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00858-21-O)
  • 2 CE Credit for EMPLOYEE RETIREMENT PLAN AGENT (ERPA)
  • 2 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CE Credit for Chartered Financial Consultant (ChFC®)
  • 2 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CE Credit for Certified Senior Advisor (CSA)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CRE Credit for Certified Financial Examiner (CFE)
  • 2 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0799)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CE Credit for Wealth Management Certified Professional (WMCP)

Presenter

About Presenter

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA 

Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.  

Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning. 

Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco. 


About Company

Pon & Associates

www.larryponcpa.com/

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, individuals, trusts, and estates.
  • IRS and State Audit Representation
  • Financial Planning
  • Estate Planning and Preparation
  • Business startup services including Business Planning
  • Tax Planning and Consulting
  • Charitable Planning

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Employer Retirement Plans

$20

2 Credits

Subject Area

Taxes

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