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Course Level :Basic
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Credits :2
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
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:
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)
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.
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.
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.
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.
64 Ratings
DL
Jan 27th, 2021
Very interesting how many options there are. This is definitely a strong planning opportunity
KM
Dec 15th, 2020
Bob Keebler was terrific. Explained the issues in a way that really sinks in.
SF
Nov 17th, 2021
Wonderful relevant course.
SR
Dec 15th, 2020
Good Quality CPE
AL
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.
2 Credits
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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