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This course is valid up to December 31st, 2023 for CPP and FPC Professionals. It is advisable to complete this course before that to get the credit on time.
Our clients have accumulated substantial wealth in their 401(k) plans.
Do they understand their options when they retire?
Are they aware that if they are not careful, they can be overpaying their taxes?
Taking out a loan from your 401(k) plan can be the financial lifeline you need when you incur a large and unexpected debt. But tapping into your retirement account is a move that shouldn't be taken lightly, and you should carefully consider the pros and cons.
In this CE/CPE tax webinar, we will look at the pros and cons of rolling over 401(k) plans into IRAs.
Are you sure your clients are maximizing their match from their employers?
What can your clients do to reduce their required minimum payments?
What exceptions can be used to avoid the early distribution penalty?
Are your clients are aware they may take advantage of Net Unrealized Appreciation (NUA)?
If your client takes advantage of NUA, they can be paying taxes at the lower capital gains tax rates instead of ordinary tax rates.
With the help of this CE/CPE course, we will review any pending legislation that may affect your client's retirement plans.
Major topics covered in this course:
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Duration
Course Level
Instructional Method
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.
153 Ratings
Excellent
92
Very Good
52
Average
5
Poor
2
Terrible
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ED
Jun 4th, 2022
This webinar was great. It had a lot of good information about 401k's. It also did not try to include too much information in the webinar for the time available.
SM
Jan 3rd, 2023
This was an easy topic to follow due to the presenter's ability to explain the content. Very informative with relevant information!
BCSS
Apr 11th, 2022
I thought the instructor did an excellent job presenting a relatively dry topic. His enthusiasm was contagious!
KH
Sep 1st, 2022
..
RB
Aug 1st, 2022
The instructor was excellent and fully understood his subject which was very complex. I could almost take the course a second time just to understand the pieces I didn't understand and the scores, because of its complexity
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