CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
2 Credits
$20
2 CPE credit of Taxes for all CPAs
2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00160-20-O)
2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0172)
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 CPD credit (Verifiable) for CPA/PFS
2 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061)
2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00160-20-O)
2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00160-20-O)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Accounting Automation Post COVID-19 and Beyond
Oct 26, 2021 | 02:00 PM EDT View Details
Fraud: Practical Approaches to Prevention & Detection
Oct 26, 2021 | 02:00 PM EDT View Details
Sales Tax Disputes- The Hearing Process & Getting Guidance
Oct 26, 2021 | 02:30 PM EDT View Details
Document Management: On-Premises or Cloud? Accounting & Tax Firms
Oct 26, 2021 | 03:00 PM EDT View Details
IRS Representation Series - Doing Offer-in-Compromise - How to Complete the Form 656 Application
Oct 26, 2021 | 03:00 PM EDT View Details
How to Streamline Client Cleanup Projects
Oct 26, 2021 | 04:00 PM EDT View Details
Investigating and Resolving Sexual Harassment Claims
Oct 26, 2021 | 04:00 PM EDT View Details
Salaried Means Exempt, Right? - Deciphering the Myths Surrounding Employee Classification
Oct 26, 2021 | 04:00 PM EDT View Details
Mastering IRS Representation
Oct 27, 2021 | 09:00 AM EDT View Details
Fundamental Concepts of Trusts & Estates for Planning & Compliance
Oct 27, 2021 | 09:00 AM EDT View Details
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Oct 27, 2021 | 09:00 AM EDT View Details
Building a Fundraising Board
Oct 27, 2021 | 09:00 AM EDT View Details
Budgeting and Forecasting
Oct 27, 2021 | 10:00 AM EDT View Details
SOX Internal Controls For Accounts Payable, Receivable & Inventory
Oct 27, 2021 | 10:00 AM EDT View Details
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Oct 27, 2021 | 10:00 AM EDT View Details
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule.
Under the SECURE Act, individuals who planned to use a “stretch” distribution strategy for individual retirement accounts (IRA) and defined contribution plan assets will need to rethink that strategy. As of the end of 2019, most non-spousal beneficiaries will be required to fully distribute inherited account balances by the end of the 10th year, following the death of the account owner.
We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. The legislation includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates.
Everyone needs to touch base with their clients on suggested improvements to their estate plans. The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points:
LD
Very informative CPE. Presenter is knowledgeable and charasmatic
DB
Another , masterful webinar by one of the kings of this discipline. Bob's webinars and slides offer great info to assist practitioners in completing many complex tasks. His webinars are not to be missed.
RO
I have attended a few seminars presented by Bob, and all well presented. We come away with a well understanding of Conduit and Accumulation Trust and how the Roth IRA is affected. Very knowledgeable and passionate about the subject matter.
SK
The presentation was very useful.
ED
EXCELLENT
KG
good
