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Monday, March 08, 2021 | 02:00 PM EST
2 CPE credit of Taxes for all CPAs
2 CPD credit (Verifiable) of Estate Planning for PFSs
2 CE credit of Federal Tax Update for Oregon Tax Preparers
2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
2 CE credit of Estate or Investment Planning for Maryland Tax Preparers
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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This is a critical post-Secure Act class for Accounting Professionals, Tax Professionals, Lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers.
Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a solid understanding of the post-Secure Act IRA provisions, one will be able to plan around the key issues and identify opportunities. The ten-year rule under 401(a)(9)(H) was layered over the existing statute and underlying 401(a)(9) regulations. Most IRAs will be subject to the ten-year rule, but traps and exceptions continue to exist in the expanded labyrinth of tax and property law surrounding IRA-Trusts.
In this exclusive LISI Webinar, which includes flowcharts, tables and spreadsheets, Robert Keebler will review these critical issues:
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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Partner, Keebler & Associates LLP
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.
AJ
Audrey Jones ,
Oct 2nd 2020
Robert does a nice job of breaking down the fundamental concepts of the so-called 3 "tax" buckets: tax me now (cash management), tax me later (tax deferred retirement accounts) and don't tax me at all (life insurance retirement plans). He very effectively explains the benefits and drawbacks of each bucket. This is a webinar for anyone interested in learning the fundamentals of retirement planning
JH
Jeffrey Herold ,
Oct 4th, 2020
Excellent Webinar from The Prosperity Guy! Would highly recommend anyone working with pre-retirement clients to attend this session. What you don't know in taxes will be painful later and can be alleviated with the advice provided by this webinar. Tell your clients not to go it alone, but get advice from someone who has looked at the future
LB
Lindsay Blaney ,
Oct 2nd, 2020
"As I am approaching my own retirement age I took this course more for myself. This speaker navigates well through a myriad of retirement vehicles and explains in each case why each option might be good as well as any drawbacks dependent upon future variables one may encounter. Even if you are unaware of every retirement vehicle mentioned in this webcast each is explained thoroughly enough to follow along.
JR
John Roberts ,
Aug 24th, 2020
his was an exceptionally interesting retirement planning webinar. Very useful information, especially related to the risk of today's tax deferred retirement funds, mutual funds, stocks, and bonds investing that we are all counting on to fund our retirements
RL
Renee Lubinski ,
Jan 29th, 2021
Great timely topic. Makes you want to sign up for a lengthier seminar.
KA
KATHRYN ASTBURY ,
Dec 8th, 2020
I am going to keep those program materials. Very useful information!
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