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 PL credit for Chartered Financial Analyst (CFAs)

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

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 CE credit for Certified Senior Advisor (CSA)

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. To begin with, Traditional and Roth IRA Contributions have 5 different types.

Traditional IRA Contribution types are:

  1. Annual Contributions
  2. Rollovers
  3. Recharacterizations
  4. SEP Contributions
  5. Transfers

Roth IRA Contribution types are:

  1. Annual Contributions
  2. Rollovers
  3. Recharacterizations
  4. Conversions
  5. Transfers

This CPE/CE course 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 CPE/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


Click here to access: Trust, Estate and Financial Planning | Latest Tax Updates

Learning Objectives

  • To discuss various types of Individual and Roth IRA contributions.
  • To discuss 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?

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

Testimonial

4.6

(314)
67%
29%
3%
1%
0%

SH

His instruction methods are great. Very clear and concise. Don’t waste your time explaining meaningless background information and always lectures with the intent to help you understand the material. He’s helped us understand content for multiple retirement rules and is one of the best CPE that I’ve had. Recommending him is a no-brainer.

JR

I really loved this instructor - you can tell he is passionate about his work and that makes it much easier to learn and understand the topics.

LC

I just love myCPE....always TOP NOTCH webinars!!!

RJ

The presenter was wonderful!! Very knowledgeable and interesting to listen to.

JW

This was a very informative class about IRA contributions.

NF

There was one polling question asked before going over the material but overall it was most informative and helpful information. Presenter was organized and effective.