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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
This course is valid up to August 28th, 2024 for CDFA Professionals. It is advisable to complete this course before that to process the credit on time.
This course is valid up to December 31st, 2024 for CPP and FPC Professionals. It is advisable to complete this course before that to get the credit on time.
Qualified retirement plans offer many benefits, some financial and others creating employee satisfaction and loyalty.
After several years of accumulating these tax-deferred benefits, certainly at retirement, and sometimes early, employees want access to the accumulated funds. Depending on the purpose of the funds, e.g., a needed loan to make repairs on the employee's home, and the timing of the distribution, there may be significant penalties levied on those distributions.
With the passing of SECURE and SECURE 2.0, several new triggers have been provided for attendees to take "in-service" distributions free of any penalties. All of these distribution alternatives have specific rules that must be followed to avoid the early distribution penalties if distributed before age 59½, all of which will be reviewed in this CE Tax webinar with examples where appropriate.
As would be expected allowable distributions vary between IRAs, which are not qualified plans but exist due to IRC §408, while qualified plans are governed by IRC §401(a). In most cases, the rules for IRAs and IRA-related plans like SIMPLE IRAs, SEP IRAs, and Roth IRAs, are more restrictive since there is limited oversight as compared to qualified plans.
Key topics covered in this course are:
Join this course to understand all guidelines relating to retirement plans, the rules and regulations that are sometimes confusing and complex, and always changing as seen in the SECURE Act passed in 2019 followed by SECURE 2.0 passed only three years later in 2022.
President, APS Pension and Financial
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
Duration
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Pre-requisites
Advance Preparation
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#: 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# : 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.
238 Ratings
Excellent
120
Very Good
82
Average
29
Poor
3
Terrible
1
AB
Feb 26th, 2024
I don’t believe one of my answers was wrong even though it was graded wrong. But I passed so it’s a non-issue I’ll confirm the information for my knowledge. This webinar was very good with lots of information
AJR
Dec 17th, 2023
I learned a lot and got prepared with enough knowledge to continue being a professional tax preparer
DH
Jul 28th, 2021
Very good presentation with enough detail and examples to really process the rules. Thank you!
AL
Jan 24th, 2024
learmed more about other types of retirement plans and changes made as result of secure act
DH
Nov 3rd, 2023
Lots of information covering the provisions and laws on how qualified retirement plans work.
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