Retirement Planning Update

Course Description
Course Qualification
Presenter
FAQ

Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there.

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved.

However, retirement planning is a multi-step process and in most cases, it evolves over time.

There have been significant changes to retirement plans that need to be understood and applied for your clients' tax and retirement planning.

Major topics covered in this Tax webinar :

What are the techniques on how you can turn a taxable portion of an IRA so that it is tax-free?
What are some of the easily overlooked considerations with employer retirement plans?
What should be done in light of pending tax legislation?

Learning Objectives

To discuss the new Secure Act and Cares Act changes.
To describe the new SECURE Act changes.
To explain the once-in-a-lifetime rollover from an IRA to HSA.
To discuss how to take advantage of the Net Unrealized Appreciation (NUA) rules for certain employer retirement plans.
To determine how to master the strategies to help your clients reduce their Required Minimum Distributions.
To discuss what is on the horizon with pending tax legislation.

Recommended For

This IRS approved CE course is recommended for CPAs, EAs, AFSPs, CTECs, and all other tax professionals helping clients with retirement tax planning strategies

Who Should Attend?

Annual Filing Season Program
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Enrolled Agent
Entrepreneurial CPA
Finance Pros
Financial Planner
Maryland Tax Preparers
Oregon Tax Preparers
Personal Financial Specialist
Private Wealth Advisor
Tax Firm
Tax Managers
Tax Practitioners
Tax Professionals
Tax Pros
Wealth Management Advisor
Wealth Planner
Young CPA

Course Qualification

Webinar Qualifies For

2 CPE Credit for Wealth Management Certified Professional (WMCP)
2 CPE Credit for Retirement Income Certified Professional (RICP)
2 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
2 CPE Credit for Financial Services Certified Professional (FSCP)
2 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00822-21-O)
2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
2 CPE Credit for Chartered Financial Consultant (ChFC)
2 PL Credit for Chartered Financial Analyst (CFA)
2 CPE Credit for Chartered Advisor in Senior Living (CASL)
2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
2 CE Credit of Federal Tax Law Update for Annual Filing Season Program (AFSP)
2 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00822-21-O)
2 CE Credit of Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00822-21-O)
2 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0765)
2 CE Credit for Certified Senior Advisor (CSA)
2 CPD Credit for Trust and Estate Practitioners (TEP)
2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00964-22-O)
2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

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.

Presenter

About Presenter

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

Owner, Pon & Associates

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA

Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.

Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.

Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.

About Company

Pon & Associates

www.larryponcpa.com/

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

Income Tax Preparation for all types of businesses, individuals, trusts, and estates.
IRS and State Audit Representation
Financial Planning
Estate Planning and Preparation
Business startup services including Business Planning
Tax Planning and Consulting
Charitable Planning

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

27 Ratings

Excellent

Very Good

Average

Poor

Terrible

Michael Ricozzi, CPA (US)

Apr 19th, 2022

great course ... lots of useful information for clients and myself

John Groth, CPA (US)

Mar 23rd, 2022

Really good course. Well organized and the instructor presented information clearly and provided relevant examples.

Shilpi Das, CPA (US)

Feb 24th, 2022

testing testimonial update 24-02-2022

Don Crisp, CPA (US), CGMA

May 23rd, 2022

Great instructor enthusiasm and knowledge

Tracy Hess, CPA (US)

May 23rd, 2022

I like this instructor. However, the webinar was outdated and spent a while discussing Build Back Better which has already been voted down. The webinar description said the instructor would be available for questions which was an outright lie. During the webinar I was told there may be time for questions at the end - which is ridiculous - if it was pre-recorded you already knew there was no time for questions at the end.