CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

4.5 (2)

Robert Keebler, CPA, CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Friday, May 14, 2021 | 10:00 AM EDT

  • CPA
  • CVA
  • EA
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • CFE

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

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

(4)

Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 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

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4.5

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