Retirement Plan Beneficiary Designations CPE Self-Study Webinar

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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

Foundation Concepts

4 mins
Failing to Provide for a Spouse

17 mins
Naming a Non-qualified trust as the Beneficiary

31 mins
Naming an Older Relative as the Secondary Beneficiary of a Exception Trust

48 mins
Naming a Trust

62 mins
Failing to Quality for the Charitable Contribution Income Tax Deduction

72 mins

Course Description

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Therefore, Retirement Plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences.

This Retirement CPE will review:

Foundation concepts,
Describe common disasters, and
Provide solutions you were not there to help the client avoid.

Specifically, in this retirement planning CPE webinar, Bob will cover the following key topics:

Failing to update the beneficiary designation form after a death or divorce
Failing to provide for a spouse
Failing to name a beneficiary
Failing to name contingent beneficiaries
Naming the estate as beneficiary
Naming a non-qualified trust as the beneficiary
Naming a potential spendthrift as beneficiary
Naming an older relative as the primary beneficiary
Naming a trust with older relatives who are primary beneficiaries
Incorrect titling of an inherited IRA
Rolling-over an inherited IRA into a personal IRA
Failing to qualify for the charitable contribution income tax deduction
Impact of the Secure Act

Click to access more webinars on Latest Tax Updates | Estate Planning | Sales & Use Tax CPE webinars

Learning Objectives

To identify the consequences failing to update the beneficiary designation form after a death or divorce
To explore the ramifications of failing to provide for a spouse
To recognize repercussions of failing to name a beneficiary
To identify the results of failing to name contingent beneficiaries
To recognize effects of naming the estate as beneficiary
To explore the results of naming a non-qualified trust as the beneficiary
To identify consequences of naming a potential spendthrift as beneficiary
To recognize the effects of naming an older relative as the primary beneficiary
To explore the ramifications of naming a trust with older relatives who are primary beneficiaries
To recall the consequences of incorrect titling of an inherited IRA

Recommended For

This retirement CPE webinar is recommended for any Professional or Planner who work with clients on the Retirement, Estate and Trust or Financial Planning.

Who Should Attend?

Certified Financial Planner
Certified Valuation Analysts
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Finance Pros
Financial Planner
Finanical Analyst
Fraud Examiner
Personal Financial Specialist (PFS)
Tax Accountant (Industry)
Tax Attorney
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros

Course Qualification

Webinar Qualifies For

1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01064-22-S)
1.5 CPE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1.5 CPE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1.5 CPE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Taxes for Certified Valuation Analyst (CVA)
1.5 CE Credit for Certified Senior Advisor (CSA)
1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0515)
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01064-22-S)
1.5 CPE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1.5 CPD Credit of Taxes for Personal Financial Specialist (PFS)
1.5 CPE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CPE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01064-22-S)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01064-22-S)
1.5 CPE Credit of Taxes for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 General Credit for Accountant/Bookeeper
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00517-21-S)

Additional details

Course Level :

Basic
Credits :

1.5
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

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

Partner, Keebler & Associates LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Company

Keebler & Associates LLP

www.keeblerandassociates.com

At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Faq

FAQs content

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