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Tactical and Strategic Roth Conversions after the Secure Act (Latest Update)

  • AFSP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • CRTP
  • CSA
  • Maryland Tax Prep.
  • ERPA
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

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!

Learning Objectives

  • To identify various Low value Roth conversions
  • To take the advantage of the no RMD rule
  • To explain how Roth conversions equal to the forgiven RMD
  • To determine different ways of Hedging Roth IRAs with Insurance
  • To discuss tax-sensitive withdrawal strategies and many more.

Recommended For

  • This IRS-Approved CE course is recommended for EAs, AFSPs, ERPAs Tax Preparers, and Other Tax Professionals involved in advising their clients for retirement planning.
  • This CPE course for CPAs will be valuable for TEPs, PFS, CSAs, and Other Financial Planners as they will receive practical tools that can be actually used right in their practice.

Who Should Attend?

  • Accountant
  • Auditors
  • California Registered Tax Professional
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • 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 Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00165-20-O)
  • 2 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00165-20-O)
  • 2 CE Credit 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 CE Credit for Certified Senior Advisor (CSA)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00165-20-O)
  • 2 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 2 CE Credit for Enrolled Retirement Plan Agent (Approval No. 00519-21)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)

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

  • 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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  • 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

4.5

64 Ratings

Excellent

37

Very Good

25

Average

2

Poor

0

Terrible

0

SF

Santa Frattarelli, AFSP

Nov 17th, 2021

Wonderful relevant course.

DL

Davis Le, CPA (US)

Jan 27th, 2021

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

KM

Kenneth Mann, CPA (US)

Dec 15th, 2020

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

SR

Sandra Roscoe, CPA (US)

Dec 15th, 2020

Good Quality CPE

AL

Adoria Lim, ACCT/BK, CPA/ABV, 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.

Tactical and Strategic Roth Conversions after the Secure Act (Latest Update)

$20

2 Credits

Subject Area

Taxes

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