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Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: August, 2022

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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

  • Methods of shifting taxable to Tax-Free
    7 mins
  • The most important tax principle for IRA and Retirement plan owners
    20 mins
  • Roth IRA Conversions
    36 mins
  • Fire and Belief put to the test
    47 mins
  • Optimizing Roth IRA conversions & Social security for you, Forgetting your heirs
    79 mins

Course Description

The only two certain things in life are death and taxes. But if you’re smart, you’ll do everything you can to put both off as long as you can.

Living longer means doing things like exercising, eating right, and generally living a healthy lifestyle, both physically and mentally. And while it’s very difficult to pay $0 taxes, there are quite a few things you can do as a real estate investor to permanently reduce the amount of tax you pay.

In this online CE course, the speaker James Lange will discuss why you and your client’s IRAs and retirement plans are under attack. Why the SECURE Act and CARES Act should be named the Massive Income Tax Acceleration on Retirement Plan Owner’s Act.

The inauguration of Joe Biden, a Democratic Congress, the $1.9 trillion pandemic relief packages, the proposed infrastructure packages, and the Sunset Provisions of The Tax Cuts and Jobs Act of 2017 all point to massive income tax increases for IRA and retirement plan owners. This CE course will reveal critical strategies that will help you protect yourself and your client's financial security and generational wealth.

Major topics covered in this online CPE/CE Tax webinar:

  • The most important tax principle for IRA and retirement plan owners
  • Potential impacts of the Secure Act and Cares Act
  • How more annuities are bad news for consumers?
  • Examples of past tax raise without raising rates
  • Examples of potential future tax raise without raising rates
  • Considerations for Roth IRA conversion

Learning Objectives

  • To discuss effective methods of transferring assets from the taxable to the tax-free world. 
  • To describe critical concepts and the math behind Roth IRA conversions. 
  • To evaluate how less obvious tax increases might come from eliminating the current step-up in basis provision and the favorable capital gains rates and how you should respond.
  • To discuss the Sunset Provisions of the TC&J Act of 2017 will not only increase income tax rates but also will dramatically lower the federal estate tax exemption. The strategies presented will not only save income taxes but also estate taxes.
  • To discuss various gifting strategies with proceeds invested tax-free like 529 plans, your beneficiary's Roth IRAs and Roth 401(k)s, and life insurance all that will pass income and estate tax-free to your heirs.

Recommended For

  • This IRS-Approved CE course is recommended for CPAs, EAs, AFSPs, and Other Tax Professionals involved in estate tax planning for their clients.
  • This CPE course will prove valuable for CFAs, CVAs, PFS, CSAs, TEPs, and Other Finance Professionals interested in learning strategies that will help them to protect client's financial security and generational wealth. 

Who Should Attend?

  • Accountant
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • 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

  • 2 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0625)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00659-21-S)
  • 2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00659-21-S)
  • 2 CPD Credit of Taxes for Personal Financial Specialist (PFS)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 2 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00659-21-S)
  • 2 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 2 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 2 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01073-22-O)
  • 2 PL Credit of Taxes for Certificate In Investment Performance Measurement (CIPM)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • 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

Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax.  His books enjoy glowing testimonials from Charles Schwab, Larry King, Jane Bryant Quinn, Bob Keebler, Ed Slott, Burton Malkiel and many more.   His newest book, Retire Secure for Professors is available as an advanced readers copy.  

Jim’s RIA oversees $850 million under management. Jim’s law firm has completed 2,857 estate plans including wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm prepares 760 tax returns annually. 

Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The Tax Adviser. Jim has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com and Retirement Daily.

About Company

Lange Financial Group, LLC

paytaxeslater.com

Lange Financial Group, LLC provides conservative asset management services giving clients a choice of several money managers. We integrate our advice with the money manager advice so there is coordination between tax strategies, Roth IRA conversion strategies, investment strategies, estate planning strategies, etc.

We provide this service for our assets-under-management clients. Our clients receive our advice and money management services for the same costs as a fairly priced money manager, and there are no additional costs for our value-added advice. We find that our clients benefit from coordinating strategies among the people who are helping them achieve their long-term goals.

Lange Financial Group, LLC works with fee only advisors. We work with a number of advisors; both value oriented and buy and hold, and more active managers, as well as a low fee passive type “enhanced index investor.”

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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  • 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

4.5

106 Ratings

Excellent

62

Very Good

35

Average

7

Poor

0

Terrible

2

KN

Ken Norby, EA

Sep 4th, 2021

very interesting

CK

Christopher Konz, CPA (US)

Sep 2nd, 2021

Great webinar!

ES

Elizabeth Stacey, EA

Sep 1st, 2021

Good learning

MBY

Melody Bass Young, AFSP

Sep 1st, 2021

Outstanding!

JR

Janet Russ, Accountant

Sep 1st, 2021

This was my first time using ZOOM but thanks to the instructors clear speaking voice and pacing of the material I found my comfort zone and got a lot from the class

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