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

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-Q-00517-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0515)

1.5 CPE credit for Certified Fraud Examiners (CFEs)

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

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Tax Return Workshop - Partnerships & LLCS (Form 1065) Latest

Sep 21, 2021 | 09:00 AM EDT View Details

Excel Accountant: Filtering Data

Sep 21, 2021 | 10:00 AM EDT View Details

IFRS 15 - Revenue Recognition Redefined for All Industries

Sep 21, 2021 | 10:00 AM EDT View Details

Corporate Accounting & Auditing Best Practices

Sep 21, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

Sep 21, 2021 | 10:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

Sep 21, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Fiduciary Responsibility

Sep 21, 2021 | 10:00 AM EDT View Details

Update on the AICPA's Enhancing Audit Quality Initiative

Sep 21, 2021 | 10:00 AM EDT View Details

Building the Best Employee Handbook

Sep 21, 2021 | 10:30 AM EDT View Details

Faces of Fraud: How to Stay Safe From the Latest Threats

Sep 21, 2021 | 10:30 AM EDT View Details

Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

Sep 21, 2021 | 10:30 AM EDT View Details

Staying Out of Jail: Leveraging the Dept. of Justice Compliance Guidance

Sep 21, 2021 | 10:30 AM EDT View Details

Maximize ERC Tax Credits for Your Businesses & Clients - Plus New Form 941 and Form 7200

Sep 21, 2021 | 10:30 AM EDT View Details

Crucial Insights & Tax Strategies on S Corporation

Sep 21, 2021 | 11:00 AM EDT View Details

Internal Audit Standards

Sep 21, 2021 | 11:00 AM EDT View Details

Course Description

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Therefore, Retirement Plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences.

This Retirement CPE will review:

  • Foundation concepts,
  • Describe common disasters, and
  • Provide solutions you were not there to help the client avoid.

Specifically, in this retirement planning CPE webinar, Bob will cover the following key topics:

  • Failing to update the beneficiary designation form after a death or divorce
  • Failing to provide for a spouse
  • Failing to name a beneficiary
  • Failing to name contingent beneficiaries
  • Naming the estate as beneficiary
  • Naming a non-qualified trust as the beneficiary
  • Naming a potential spendthrift as beneficiary
  • Naming an older relative as the primary beneficiary
  • Naming a trust with older relatives who are primary beneficiaries
  • Incorrect titling of an inherited IRA
  • Rolling-over an inherited IRA into a personal IRA
  • Failing to qualify for the charitable contribution income tax deduction
  • Impact of the Secure Act

Learning Objectives

  • To identify the consequences failing to update the beneficiary designation form after a death or divorce
  • To explore the ramifications of failing to provide for a spouse
  • To recognize repercussions of failing to name a beneficiary
  • To identify the results of failing to name contingent beneficiaries
  • To recognize effects of naming the estate as beneficiary
  • To explore the results of naming a non-qualified trust as the beneficiary
  • To identify consequences of naming a potential spendthrift as beneficiary
  • To recognize the effects of naming an older relative as the primary beneficiary
  • To explore the ramifications of naming a trust with older relatives who are primary beneficiaries
  • To recall the consequences of incorrect titling of an inherited IRA

Who Should Attend?

  • Certified Financial Planner
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Enrolled Agent
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Fraud Examiner
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Professionals
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

Array
(
    [average] => 4.6667
    [no_of_record] => 3
)
 

4.7

(3)
67%
33%
0%
0%
0%