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Wednesday, February 03, 2021 | 10:00 AM EST
2 CPE credit of Taxes for all CPAs
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
2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
2 CE credit of Federal Tax for Maryland Tax Preparers
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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executive overview of repatriation of foreign earnings (topic 606)
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annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)
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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:
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#: 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# : 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.
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Diane Bozard ,
Jun 11th 2020
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.
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robert ojeda ,
Jun 11th, 2020
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.
LD
Lisa Diggs ,
Jan 26th, 2021
Very informative CPE. Presenter is knowledgeable and charasmatic
ED
EDWARD DOLAN ,
Dec 31st, 2020
EXCELLENT
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Kevin GArdner ,
Dec 30th, 2020
good
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FREDERICK SHULMAN ,
Dec 30th, 2020
GO OD
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