CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

IRA Contributions 2020 And 2021

IRA Contributions 2020 And 2021

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00482-21-S)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0482)

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

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00482-21-S)

1.5 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293744)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00482-21-S)

1.5 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.

The topic is also scheduled as live webinar on the following dates

Oct 26, 2021 | 10:00 AM EDT Register

Overview

  • About the entrust gourp
    2 mins
  • Traditional IRA contribution types
    10 mins
  • Traditional IRA: Contribution Limitations
    18 mins
  • Traditional IRA Deductibility Phase-out range for "demand covered" spouse
    30 mins
  • Saver's Tax Credit
    42 mins
  • Contribution timing: Postmark
    51 mins
  • Traditional IRA Deductions (2020)
    68 mins

Course Description

This online tax webinar covers the eligibility requirements for taxpayers to contribute to a Traditional IRA and Roth IRA. This CE webinar also covers how to determine the deductibility of Traditional IRA contributions, Savers Tax credit determination, contribution deadline and other miscellaneous issues. 

Key points discussed in the online CE webinar:

  • Various types of Individual & Roth IRA contributions
  • IRA deductibility
  • Saver’s tax credit
  • The extended contribution deadline for 2020
  • IRS forms
  • Special rules to apply to military personnel
  • Explaining with examples

Learning Objectives

  • To discuss various types of Individual and Roth IRA contributions
  • To discuss about IRA deductibility
  • To discuss Saver’s tax credit
  • To discuss extended contribution deadline for 2020
  • To examine the separate rule that applies to military personnel.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.4

(33)
48%
45%
6%
0%
0%