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

IRA Contributions 2020 and 2021

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
IRA Contributions 2020 and 2021

1.5 Credits

$10

Subject Area

Taxes

Webinar Qualifies For

1.5 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 )

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 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

This Course is Also Available in Self Study (On-Demand)

Click Here

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
  • California Registered Tax Professional
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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(
    [average] => 4.6038
    [no_of_record] => 212
)
 

4.6

(212)
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!