Annuity Basic with Latest Updates

4.7 (37)

Carlos Dias Jr.

Dias Wealth

  • CFP
  • CFE
  • CPA
  • CVA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Risk Management and Insurance Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290799)

1 CE credit of Federal Tax Update for Oregon Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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

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

Testimonial

4.7

(37)
68%
32%
0%
0%
0%

MO

great

JD

This was an excellent explanation of types of annuities and differences between them. I am interested in taking the advanced class.

TS

ok

AD

Extremely strong presenter ! Very knowledgeable on a complex subject !

MB

Instructor was very knowledgeable about annuities and knew tax implications.

CRC

Great basic overview