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Estate Planning for Qualified Retirement Plans and IRA’s

  • AFSP
  • CPA (US)
  • EA
  • Oregon Tax Prep.
  • CPA/PFS
  • TEP
  • CTEC
  • ChFC®
  • CSA
  • Maryland Tax Prep.
Estate Planning for Qualified Retirement Plans and IRA’s

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

0.2 CPE credit of Taxes for all CPAs

0.2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

0.2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0736)

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

0.2 PL credit for Chartered Financial Analyst (CFAs)

0.2 CPD credit (Verifiable) for CPA/PFS

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

0.2 CE credit for Certified Senior Advisor (CSA)

0.2 CE credit for Chartered Financial Consultant (ChFC®)

0.2 CE credit of Federal Tax for Maryland Tax Preparers

0.2 CE credit of Federal Tax for Oregon Tax Preparers

0.2 CE credit of Qualified Retirement Plan for ERPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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 clients' 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 actually 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

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 

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