Estate Planning for Qualified Retirement Plans and IRA’s

Course Description
Course Qualification
Presenter
FAQ

Course Description

In the fast-paced changes, the ability to filter out noise and focus is critical to creating a sound long terms financial plan for your client’s requirements. Such a plan needs to ensure estate planning that supports the requirements of the retirement plan.

This online CPE/CE webinar is meant to illustrate the definitions and benefits so that you can make good plans for your client's future. It will try to cover how qualified retirement plans offer can guard a tax-advantaged way to grow savings while also creating liquidity for retirement. The benefit of saving for retirement in a qualified plan is your ability to defer paying income tax on earnings until need it. There are many retirement plans and also there is a difference between qualified and non-qualified plans.

This CE Estate planning webinar will cover the following Key Topics:

Yield tax advantage to grow savings through retirement plans
Maintain liquidity for retirement
Defer paying taxes on earnings until it is needed
Differentiate between qualified and non-qualified plan

Check out our certificate courses to give you in-depth knowledge on Estate Planning: Estate Planning (Fundamental) | Estate Planning Specialists for IRAs.

Learning Objectives

To illustrate the variety of plans to make a more informed decision about retirement
To identify the plan or plans that make the most financial sense for your clients.
To compare and contrast the variety of tax benefits and savings for retirement

Recommended For

This online CPE/CE webinar is recommended for CPAs who desire to support their clients with better planning for their future.
This Online Tax CE webinar is recommended for EAs, AFSP, Tax Preparers, ERPA, CTEC, and other tax professionals who want to provide the best advice to their clients on qualified retirement plans.
This CPE course is recommended for CFAs, PFS, TEP, CSA, and other financial planners advising clients on retirement planning.

Who Should Attend?

Annual Filing Season Program
Bookkeepers & Accountants & Tax Preparers
California Registered Tax Professional
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
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

Course Qualification

Webinar Qualifies For

1 CPE Credit for Wealth Management Certified Professional (WMCP)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CPE Credit for Retirement Income Certified Professional (RICP)
1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
1 CPE Credit for Financial Services Certified Professional (FSCP)
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00879-22-O)
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00792-21-O)
1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit for Chartered Financial Consultant (ChFC)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CPE Credit for Chartered Advisor in Senior Living (CASL)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00792-21-O)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00792-21-O)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0736)
1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper
1 CE Credit for Certified Plan Fiduciary Advisor (CPFA)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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.

NASBA APPROVED

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.

CTEC APPROVED

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.

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

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12 Strategic Principles that guide the business and eliminate the obstacles/
Modern methods that create fiscal controls and higher income.

My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization.

My innovative and transformative assistance is with:

Developing financial awareness that places more money into owners' hands.
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By creating a strategic approach and realigning business, Drew will help your organization to:

Lower Customer Acquisition Cost
Increase financing while creating a fluid when planned exit
Competitive Proof the Firm
Build Industry and Brand Recognition
Increase Financial Wealth

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.
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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.
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