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Annuity Basic with Latest Updates

  • CFE
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CRTP
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP

Published: April, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Terms to Know
    3 mins
  • History of Annuities
    9 mins
  • Who Carries the Risk
    16 mins
  • Variable Annuity
    29 mins
  • Tax Treatment of Annuities
    41 mins

Course Description

What is an annuity? Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investment. Annuity contracts can be complex from both design and income tax perspectives. There are many types of annuity contracts, as well as many applications for an annuity in the client's personal financial plan.

As the personal financial planner, you must be educated in the numerous applications and products available, and the tax consequences of annuities, to offer a reasoned opinion to clients regarding annuities in their overall financial plan.

This self-study CE webinar provides an overview of annuities, the phases of the annuity life cycle, the types of annuities and it also talks about the tax treatment of annuities. This Tax CE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to clients regarding annuities in their overall financial plan.

Learning Objectives

  • To explore a general overview of annuities.
  • What are different phases of Annuity ?
  • What are different types of Annuities and why it is important to purchase an annuity ?
  • To gain basic information to provide an understanding of the differences and who may or may not be a fit for an annuity.
  • To identify Tax Treatment of Annuities

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CE Credit for Chartered Financial Consultant (ChFC®)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CE Credit of Risk Management and Insurance Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 290799)
  • 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0321)
  • 1 CE Credit of Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00315-20-S)
  • 1 CE Credit for Financial Services Certified Professional (FSCP®)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Federal Tax Update for Tax Professionals (Approval No. GEHNZ-U-00315-20-S)
  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-U-00315-20-S)
  • 1 CE Credit for Wealth Management Certified Professional (WMCP)

Presenter

About Presenter

Carlos Dias Jr.

Professional Speaker Carlos Dias Jr.

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

About Company

Carlos Dias Jr.

www.diaswealth.com

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

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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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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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

94 Ratings

Excellent

60

Very Good

30

Average

4

Poor

0

Terrible

0

FC

Francis Celona, CFP (CA), CPA (US)

Oct 23rd, 2021

Good overview of the basics in an hour.

KR

Kelli Rozinek, CPA (US)

May 24th, 2021

Great, knowledgeable instructor who adds value with editorial comments about pros and cons of each product type.

LR

Lynn Ruddy, CPA (US)

May 24th, 2021

Great quick summary of annuities. Helped me to understand the basics. Complicated topic and speaker was very clear.

HY

Hui Yang, CPA (US)

May 24th, 2021

LEARNED THE BASICS OF ANNUITIES.

RV

Raquel Villegas, Tax Preparer

May 24th, 2021

VERY GOOD