CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Introduction To Financial & Estate Planning For IRAs

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Keebler & Associates LLP

  • CRTP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CSA
  • ERPA

Published: July, 2021

3 Credits

$30

Subject Area

Taxes

Webinar Qualifies For

3 CPE credit of Taxes for all CPAs

3 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00468-21-S)

3 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0422)

3 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

3 CPD credit (Verifiable) for CPA/PFS

3 CE credit for Certified Senior Advisor (CSA)

3 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00468-21-S)

3 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00468-21-S)

3 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Overview

  • General Income Tax Treatment
    5 mins
  • Rollover Strategies
    20 mins
  • Roth IRAs
    37 mins
  • Advanced Roth IRA PLanning
    51 mins
  • IRA Distribution PLanning
    67 mins
  • Foundation Concepts
    92 mins
  • IRC 691(c) Deduction
    120 mins
  • Paying IRAs to Trusts
    137 mins

Course Description

Retirement savings are often well understood from are investment perspective. However, many do not fully understand the complex tax rules associated with IRA & Qualified Accounts.

The first portion of this online CPE webinars will focus on the critical income tax aspects of IRAs you must understand to guide your clients from funding to distribution. The second portion of this online webinar will focus on estate planning for IRAs. The accountant can add tremendous value with a basic understanding of these rules.

This online CPE webinar covers following key topics:

  • Foundational contribution tax concepts 
  • Rollover issues and solutions  
  • IRA penalties: Early distributions, excess contributions & excess accumulations
  • Roth IRA basics
  • The basics of prohibited transactions and unrelated business taxable income (UBTI)
  • Foundational distribution tax planning 
  • Net unrealized appreciation (NUA) planning
  • Foundation estate planning concepts for IRAs
  • Most-mortem IRA distribution planning after the SECURE Act
  • Using spousal rollovers and qualified disclaimers to minimize distributions
  • Very basic testamentary charitable planning with IRAs
  • The IRA-ILIT strategy
  • IRAs payable to trusts


Click to access more webinars on Latest Tax Updates | IRS Audit | Estate Planning CPE webinar

Learning Objectives

  • To discuss the foundational contribution tax concepts
  • To discuss the rollover issues and solutions
  • To summarize the IRA penalties on early distributions, excess contributions & excess accumulations
  • To review the fundamental estate planning concepts for IRAs
  • To summarize the basics of prohibited transactions and unrelated business taxable income (UBTI)

Who Should Attend?

  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Estate Planners
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros