CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
2 CPE credit of Taxes for all CPAs
2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00160-20-S)
2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0172)
2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
2 CPE credit for Certified Fraud Examiners (CFEs)
2 CPE credit for Certified Financial Services Auditor (CFSA)
2 CPD credit (Verifiable) for CPA/PFS
2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00160-20-S)
2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00160-20-S)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Auditing Internal Controls For Governments
Government Risk Assessments
Governmental Entities and Cyber Frauds
Cryptocurrency & Taxes
Introduction To Business Valuations
Understanding Tax Frauds
How To Prepare Financial Statements
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Effective And Essential Negotiation Skills
IAS 37 Provisions, Contingent Liabilities And Contingent Assets
Regulatory Deferral Accounts (IFRS 14)
Oregon Specific Ethics Made Interesting
Cash Flow Analysis-Personal, Business, Real Estate
Corporate Budget Analysis Best Practices
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule.
Under the SECURE Act, individuals who planned to use a “stretch” distribution strategy for individual retirement accounts (IRA) and defined contribution plan assets will need to rethink that strategy. As of the end of 2019, most non-spousal beneficiaries will be required to fully distribute inherited account balances by the end of the 10th year, following the death of the account owner.
We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. The legislation includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates.
Everyone needs to touch base with their clients on suggested improvements to their estate plans. The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points:
Click to access more webinars on Latest Tax Updates | Estate Planning | Sales & Use Tax CPE webinars
This Online Continuing Education webinar on Taxes is IRS approved and is recommended for CPAs, EAs, Tax Preparers, CFES, PFS Who wants to help their clients manage their Estate Plans
