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The Mathematics of Estate Planning For IRAs after the Secure Act

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • MRTP
  • ERPA
  • CPFA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: January, 2022

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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

  • Secure Bill Key Changes RMDs After Death
    3 mins
  • Trusts for Disabled and Chronically
    8 mins
  • 401(a)(9) Regulations
    10 mins
  • Math of the Conduit Trust Disaster
    12 mins
  • Planning Solutions To Analyze
    13 mins
  • 2020 Tax Brackets
    19 mins
  • Taxation of Roth IRA Distributions
    21 mins
  • Estate Tax Considerations
    28 mins
  • Multi-generation Spray Trust
    34 mins
  • Types of Income
    37 mins
  • Rollover Trap
    42 mins
  • Charitable Planning with IRAs
    69 mins

Course Description

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates.

This online CPE webinar on Estate Planning covers important aspects that can affect the majority. It will also provide practical examples to ensure the theoretical aspects are met with practical understanding. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. Further, it will also cover some aspects as to how you can convince the client of the solutions to deal with the new issues so that they will take actions that can help create better plans for their financial wellbeing with you.

This Online CPE webinar on Taxes covers the following Major Topics:

  • Designated and Non-Designated Beneficiary Trusts.
  • Conduit Trusts
  • Five-year rule vs Ten-year rule or Life Expectancy Rule.
  • Income and Estate Tax-free benefits of IRA relocation.
  • Section 664 CRT tier rules
  • Benefits of using the State Tax-Exempt IRA trust to reduce State Income Taxes
  • Changes in Estate Planning Strategies for IRAs after Secure Act

Click here to access the Full-Day CPE Webinar Courses

Learning Objectives

  • To understand the new changes relating to IRAs and employer plans.
  • To learn how to apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To develop a thorough understanding of the Deferral and Tax Rate arbitrage associated with a Charitable Remainder Trust.
  • To understand the Income and Estate Tax-Free Benefits of IRA relocation.
  • To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning

Recommended For

  • This online CPE webinar on Taxes is recommended for CPA, EA, CMA, and Other Accounting and Tax Professionals who desire to help their clients with the best Estate Planning services.
  • This Taxes Course is also recommended for Accountants, Staff of Accounting Firm, and Staff of Tax Professionals who desire to help their clients with updated tax strategies on Estate Planning.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Bookkeeper
    • Certified Financial Planner
    • Certified Information Technology Professionals
    • Certified Management Accountant (CMA)
    • CFO/Controller
    • Chief Accounting Officer
    • Cloud Accountants
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial CPA
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00127-20-S)
    • 1.5 CPE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
    • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. 00520-21)
    • 1 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00127-20-S)
    • 1.5 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
    • 1.5 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
    • 1.5 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
    • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0140)
    • 1 CE Credit of Federal Tax Law Update for Annual Filing Season Program (AFSP)
    • 1.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
    • 1.5 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
    • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
    • 1.5 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
    • 1.5 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 298687)
    • 1 CE Credit of Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00127-20-S)
    • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1.5 CE Credit for Certified Wealth Strategist (CWS)
    • 1.5 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
    • 1.5 CE Credit of Estate Planning for Certified Plan Fiduciary Advisor (CPFA)
    • 1.5 CPE Credit of Taxes for Certified Government Financial Manager (CGFM)
    • 1.5 PL Credit of Estate Planning for Certificate In Investment Performance Measurement (CIPM)

    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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    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review

    4.6

    138 Ratings

    Excellent

    97

    Very Good

    32

    Average

    8

    Poor

    0

    Terrible

    1

    MG

    Marjorie Gifford, EA

    Aug 23rd, 2021

    I wasn't able to download the slides for later reference and would like to still be able to do that. The experience was taxing to my ability to learn the information; there was a lot of information here and I was unable to cram it all into my head as fast as it was presented. Glad that I could stop the recording and go back to review concepts as we went along.

    GH

    Georgia Herr, ORTP

    Sep 24th, 2020

    This was an excellent presentation, one with a vast appreciation of implications of trust and estate income taxation

    CM

    Candida Moyer, CFP (US), CPA (US), EA

    May 21st, 2020

    Thank you so much! This webinar was really great and had awesome information. I want to even attend again!

    JC

    Janice Crook, CPA (US)

    May 21st, 2020

    Really need to download the slides and study them for a while!

    TB

    Timothy Brown, CPA (US)

    May 21st, 2020

    Great presentation. Very informative!

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