IRA Contributions 2020 and 2021

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00482-21-O)
• 1 CE Credit of Federal Tax Law Update for Annual Filing Season Program (AFSP)
• 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0482)
• 1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
• 1.5 PL Credit for Chartered Financial Analyst (CFA)
• 1.5 CE Credit for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00482-21-O)
• 1 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00482-21-O)
• 1.5 CE Credit for Certified Senior Advisor (CSA)
• 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-00530-21-O)
• 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
• 1.5 CE Credit for Certified Wealth Strategist (CWS)
• 1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1.5 CE Credit for Retirement Income Certified Professional (RICP)
• 1.5 CE Credit for Financial Services Certified Professional (FSCP)
• 1.5 CE Credit for CPFA
• 1.5 CE Credit for Wealth Management Certified Professional (WMCP)
• 1.5 CE Credit for Chartered Advisor in Senior Living (CASL)
• 1.5 PL Credit for CIPM
• 1.5 CE Credit for Chartered Special Needs Consultant (ChSNC)

About Instructor

John P. Ruiz

Director of Professional Development, The Entrust Group

John Paul Ruiz has spent more than 20 years as a consultant and trainer in the retirement and financial services industry. Prior to joining The Entrust Group, Ruiz served as the Vice President of Professional Development for Integrated Retirement Initiatives, LLC.  His responsibilities involved developing and delivering retirement plan training to financial advisors as well compliance personnel to some of the largest institutions offering retirement products and solutions.  With his comprehensive knowledge of alternative investments, his consulting and training expertise was sought after by numerous third party administrators in the self-directed IRA market. His former positions included, Director of Resource Development for the Retirement Products & Solutions division of Acensus (formerly BISYS Retirement Services). Ruiz was responsible for overseeing the development and delivery of the Ascensus professional development and training services using a broad spectrum of media including * Live group presentations * One-on-one coaching sessions * Video productions * Live and recorded webinars * Online schools * Telephone seminars  

In high demand as a speaker in the retirement services industry, Ruiz has been a featured key note speaker and industry expert at numerous regional and national conferences. Ruiz has served as a member of the faculty of national schools including the American Bankers Association (ABA) Trust School and the Graduate School of Banking at the University of Wisconsin – Madison. Ruiz has also served on the faculty of the IRA Institute, which serves as preparatory course for retirement professionals pursuing the Certified IRA Services Professional (CISP) designation offered through the Institute of Certified Bankers (ICB) or the Certified IRA Professional (CIP) designation offered through the National Association of Federal Credit Unions (NAFCU).  Ruiz has become well-known in the industry for his ability to help financial advisers understand how to create selling opportunities by building their retirement plan expertise and staying on top of legislative and regulatory developments.  

During his tenure with Ascensus, Ruiz also held position as senior ERISA consultant and as manager of the ERISA Support Call Center, a fee-for-service hotline that provided ERISA technical support to financial services professionals. Prior to Ascensus, Ruiz served as a relationship manager for several key alliance partners in the recordkeeping division of Universal Pension, Inc. Prior to joining Universal Pensions Inc. he worked in the consumer loan division of Wells Fargo Bank.  

Ruiz earned the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and holds a Certified IRA Service Professional (CISP) certification through the American Bankers Association’s Institute of Certified Bankers (ICB). 

Additional Information

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.