Mathematics of Estate Planning for IRAs | 1.5 hrs CPE Credit

Course Description
Course Qualification
Presenter
FAQ

Course Description

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions.

This CPE Estate Planning webinar will cover :

Designated and Non-Designated Beneficiary Trusts.
Conduit Trusts
Five-year rule vs Ten-year rule or Life Expectancy Rule.
Income and Estate Tax-free benefits of IRA relocation.
Section 664 CRT tier rules
Benefits of using the State Tax-Exempt IRA trust to reduce State Income Taxes
Changes in Estate Planning Strategies for IRAs after Secure Act

This online CPE webinar is very helpful for CPA, EA, PFS, CTEC, and other Tax Professionals.

Learning Objectives

To discuss the new changes relating to IRAs and employer plans.
To discuss how to apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
To Develop a thorough understanding of the Deferral and Tax Rate arbitrage associated with a Charitable Remainder Trust.
To discuss the Income and Estate Tax-Free Benefits of IRA relocation.
To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning

Recommended For

This online CPE webinar is recommended for CPAs, CFPs, PFS, CSAs, TEPs, and Other Finance Professionals engaged in trust and estate planning for their clients.
This IRS-Approved CE course is recommended for EAs, AFSPs, and Other Tax Professionals desiring to learn about estate planning.

Who Should Attend?

California Registered Tax Professional
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Enrolled Agent
Estate Planners
Financial Planner
Finanical Analyst
Maryland Tax Preparers
Oregon Tax Preparers
Personal Financial Specialist
Qualified Associate Financial Planner
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Pros
Trust & Estate Specialist
Trust & Estate Tax Professional
Young CPA

Course Qualification

Webinar Qualifies For

1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-U-00127-20-O)
1.5 CE Credit for Certified Senior Advisor (CSA)
1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1.5 CE Credit for Annual Filing Season Program (AFSP)
1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00127-20-O)
1.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
1 CE Credit of Maryland State Tax related Subjects for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00127-20-O)
1 CE Credit of Federal Tax Curriculum for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0140)
1 CE Credit for Enrolled Retirement Plan Agent (Approval No. 00520-21)
1.5 CPD Credit of Specialized Valuation Skills and Training for Accredited in Business Valuation (ABV)
1.5 CE Credit of Estate Planning for Certified Financial Planner (US)
1.5 CPE Credit of Gift And Estate Planning for Certified Valuation Analyst (CVA)
1.5 CPE Credit of Gift And Estate Planning for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

1.5
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

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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

4.6

115 Ratings

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Dorothy Pohl, CPA (US)

Jun 24th, 2021

Very good and informative session!

Michael Cody, CPA (US)

Feb 6th, 2021

I enjoyed this webinar. The presenter was knowledgeable and explained everything in detail. It helped me to reinforce my knowledge.

Rita Cremisi, CFP (US), EA

Jan 29th, 2021

The information Robert provided during the webinar is vast. Signed up for this webinar without expecting much but I am so very glad I attended this one. Thanks myCPE and Robert.