Strategic Roth Conversions after the Secure Act | CPE Webinar

Course Description
Course Qualification
Presenter
FAQ

Course Description

Roth conversions have always had the potential to unlock hidden value. Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. One emerging strategy is to trade your RMD amount for a Roth conversion. This appears to be a promising opportunity for many clients.

Before Secure Act, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors, and CPAs. The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative-driven strategies can mitigate the impact of lost deferral and Roth conversions will be the primary tool for most families.

That’s why you will want to be sure to join us and nationally renowned CPA and IRA planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a brand-new program entitled, “Tactical and Strategic Roth Conversions in 2020”.

This online CPE/CE webinar covers the following key topics:

Low-value Roth conversions
Taking advantage of the 2020s no RMD rule
Roth conversions equal to the forgiven RMD
Critical Roth conversion concepts after the SECURE Act
Critical strategies by profession and objectives
Roth conversions for rate arbitrage compared to traditional IRAs to trusts
Over 10 reasons why clients should consider converting to a Roth IRA
Taxation of Roth IRA conversions and distributions
Easy to read conversion tables by common scenarios
How to use and analyze Roth conversion software
Mathematics of Roth IRA conversions
Timing of Roth IRA conversions to gain tax rate arbitrage
Estate tax considerations, including why a Roth conversion is much better when an estate tax exists
The SECURE Act’s 10-year payout rule and the high tax rates to follow
“Stretch” Roth IRAs for eligible designated beneficiaries
How to utilize Roth IRAs for clients with special needs and asset protection concerns
Utilizing Roth IRAs to fund long-term care strategies
Hedging Roth conversions with life insurance
Using insurance to preserve post-death “stretch-out”
Tax-sensitive withdrawal strategies
Why conversion is a “Bet-to-Live” Strategy (and why insurance is a “Bet-to-Die” Strategy!)
Hedging Roth IRAs with Insurance
Plus, you will also receive easy-to-follow charts, graphs, and tables that you can use with your clients!

This is not a webinar designed to help only wealthy clients. The information you receive in this online CPE/CE course will be helpful to advise the mass-affluent and you will receive practical tools that you can actually use right in your practice!

Click for more online CPE/CE courses:

Trust, Estate, and Financial Planning

AFSP CE Package (Incl. AFTR Course and Ethics)

EA CE Package (Incl. Federal Tax Updates and Ethics)

Package for Tax Practitioners (Incl. 2 hours Ethics)

Learning Objectives

To identify various Low value Roth conversions
To take the advantage of the no RMD rule
Roth conversions equal to the forgiven RMD
Ways of Hedging Roth IRAs with Insurance
Tax-sensitive withdrawal strategies and many more.

Recommended For

This online CPE webinar is recommended for CPAs and tax professionals engaged in advising clients about ROTH conversions.

This online CPE webinar is recommended for Trust and Estate Planners and Certified Senior advisors.

Who Should Attend?

Auditors
California Registered Tax Professional
Certified Fraud Examiner
Certified Senior Advisor
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Maryland Tax Preparers
Oregon Tax Preparers
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Pros
Trust & Estate Specialist
Trust & Estate Tax Professional

Course Qualification

Webinar Qualifies For

2 CE Credit of Taxes for Annual Filing Season Program (AFSP)
2 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0177)
2 CRE Credit for Certified Financial Examiner (CFE)
2 CPE Credit for Certified Financial Services Auditor (CFSA)
2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
2 CE Credit for Certified Senior Advisor (CSA)
2 CE Credit of Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00165-20-O)
2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. 00519-21)
2 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
2 CPD Credit for Trust and Estate Practitioners (TEP)
2 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00165-20-O)
2 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00165-20-O)
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

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Partner, Keebler & Associates LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Company

Keebler & Associates LLP

www.keeblerandassociates.com

At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Faq

FAQs content

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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.
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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

4.5

64 Ratings

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Davis Le, CPA (US)

Jan 27th, 2021

Very interesting how many options there are. This is definitely a strong planning opportunity

Kenneth Mann, CPA (US)

Dec 15th, 2020

Bob Keebler was terrific. Explained the issues in a way that really sinks in.

Santa Frattarelli, AFSP

Nov 17th, 2021

Wonderful relevant course.

Sandra Roscoe, CPA (US)

Dec 15th, 2020

Good Quality CPE

Adoria Lim, Accountant, CPA/ABV, CPA/CFF, CFE, CPA (US)

Feb 5th, 2021

Very knowledgeable instructor. I was expecting a more entry-level class so some things flew over my head but overall I felt like it was a very informative and instructive webinar. I'd suggest that the instructor explain some basics about Roth IRAs and acronyms at the beginning.