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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.
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2022
Reviewed
Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there.
Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risks. Future cash flows are estimated to determine if the retirement income goal will be achieved.
While you were busy with Tax Season, the IRS and Congress were busy making changes to retirement plans. In January, the IRS issued Notice 2022-6 which updates the rules for IRC §72(t), Substantially Equal Periodic Payments (SEPP). In February, the IRS issued the Proposed Regulations for the SECURE Act which passed in December 2019. These Proposed Regulations give us much-needed guidance but add more confusion. In March, the House of Representatives passed SECURE 2.0 and makes many changes to retirement plans.
The following are the major topics covered in this CE course:
This CE/CPE course by speaker Lawrence Pon provides a general review of new developments in retirement tax planning.
Here is the link to your interests: Tax webinars | IRS Approved CE Webinars.
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.
107 Ratings
Excellent
56
Very Good
44
Average
7
Poor
0
Terrible
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LG
Aug 25th, 2022
Laurence Pon presents in a simple and straightforward way which is easy to follow. The material is easy to find if further research is needed. He explains the subject thoroughly and gives excellent examples. Great seminar of current relevant content!
FS
Dec 21st, 2022
The presentation provided a lot of useful information. The presenter was extremely knowledgeable in the subject matter, and he presented the information in an effective manner.
JG
Nov 17th, 2022
Informative for me and my practice as i have clients close to retirement age with IRA's and Pensions. that could use these strategies named in the seminar.
KK
Dec 21st, 2022
Presenter really knew the subject and conveyed that to the participants very well.
SR
Nov 17th, 2022
Wonderful job...thank you!
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