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

Introduction to Financial & Estate Planning for IRAs

  • CRTP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CSA
  • ERPA
Introduction to Financial & Estate Planning for IRAs

3 Credits

$30

Subject Area

Taxes

Webinar Qualifies For

3 CPE credit of Taxes for all CPAs

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

3 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

3 CPD credit (Verifiable) for CPA/PFS

3 CE credit of Federal Tax Update for Oregon Tax Preparers

3 CE credit for Certified Senior Advisor (CSA)

3 CE credit of Federal Tax for Maryland Tax Preparers

3 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Retirement savings are often well understood from are investment perspective. However, many do not fully understand the complex tax rules associated with IRA & Qualified Accounts.

The first portion of this online CPE webinars will focus on the critical income tax aspects of IRAs you must understand to guide your clients from funding to distribution. The second portion of this online webinar will focus on estate planning for IRAs. The accountant can add tremendous value with a basic understanding of these rules.

This online CPE webinar covers following key topics:

  • Foundational contribution tax concepts 
  • Rollover issues and solutions  
  • IRA penalties: Early distributions, excess contributions & excess accumulations
  • Roth IRA basics
  • The basics of prohibited transactions and unrelated business taxable income (UBTI)
  • Foundational distribution tax planning 
  • Net unrealized appreciation (NUA) planning
  • Foundation estate planning concepts for IRAs
  • Most-mortem IRA distribution planning after the SECURE Act
  • Using spousal rollovers and qualified disclaimers to minimize distributions
  • Very basic testamentary charitable planning with IRAs
  • The IRA-ILIT strategy
  • IRAs payable to trusts

Recommended for: 

Any Professional or Planner who works with clients on Retirement, Estate and Trust or Financial Planning. 


Learning Objectives

  • To discuss the foundational contribution tax concepts
  • To discuss the rollover issues and solutions
  • To summarize the IRA penalties on early distributions, excess contributions & excess accumulations
  • To review the fundamental estate planning concepts for IRAs
  • To summarize the basics of prohibited transactions and unrelated business taxable income (UBTI)

Who Should Attend?

  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Estate Planners
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional

Testimonial

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