CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

IRA Contributions 2020 and 2021

4.6 (204)

John Paul

The Entrust Group

Friday, May 07, 2021 | 12:00 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA

1.5 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00482-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0482)

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

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00482-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00482-21-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

hiring professional fundraising consultants

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

manage your tax bill for 2020 and beyond!

(65)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

(31)

Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

forecasting in a time of uncertainty

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

financial modeling using excel

Aug 02, 2021 | 10:30 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

Additional Dates

Aug 12, 2021 | 12:30 PM EDT Register

Course Description

This online tax webinar covers the eligibility requirements for taxpayers to contribute to a Traditional IRA and Roth IRA. This CE webinar also covers how to determine the deductibility of Traditional IRA contributions, Savers Tax credit determination, contribution deadline and other miscellaneous issues. 

Key points discussed in the online CE webinar:

  • Various types of Individual & Roth IRA contributions
  • IRA deductibility
  • Saver’s tax credit
  • The extended contribution deadline for 2020
  • IRS forms
  • Special rules to apply to military personnel
  • Explaining with examples

Learning Objectives

  • To discuss various types of Individual and Roth IRA contributions
  • To discuss about IRA deductibility
  • To discuss Saver’s tax credit
  • To discuss extended contribution deadline for 2020
  • To examine the separate rule that applies to military personnel.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 204
    [average] => 4.6078
)
 

4.6

(204)
65%
32%
3%
0%
0%

MM

Excellent

GA

The presenter was enthusiastic and knowledgeable about IRA's, Saver's Credit, etc. He presented the information in an understandable fashion.

JP

Great topic

ST

The instructor clearly understood his topic. He took and answered questions which was also helpful. He took a difficult topic and clearly explained it. I'm glad I was able to take this CPE today!

RS

Good

CN

Great seminar!