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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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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:
Roth IRA Contribution types are:
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 Tax webinar:
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).
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Advance Preparation
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.
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.
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.
515 Ratings
Excellent
332
Very Good
159
Average
22
Poor
2
Terrible
0
SH
Oct 11th, 2021
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.
ST
Jun 18th, 2021
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!
NF
Sep 29th, 2021
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.
NB
May 7th, 2021
This was a great update on a subject I was already familiar with. The handouts were in a great format to be able to print just the ones that were new information to me.
JR
Oct 1st, 2021
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.
1.5 Credits
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Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
General
CE
CPD
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