Course Details

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ADDITIONAL DATES

Dec 15, 2020 | 12:30 PM EST Register

Course Description

Roth conversions have always had the potential to unlock hidden value. Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. One emerging strategy is to trade your RMD amount for a Roth conversion.   This appears to be a promising opportunity for many clients.

Before Secure Act, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors and CPAs. The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative driven strategies can mitigate the impact of lost deferral and Roth conversions will be the primary tool for most families.

That’s why you will want to be sure to join us and nationally renowned CPA and IRA planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a brand-new program entitled, “Tactical and Strategic Roth Conversions in 2020”.

During this CPE webinar, Bob will cover the following issues:

  • Low value Roth conversions
  • Taking advantage of 2020’s no RMD rule
  • Roth conversions equal to the forgiven RMD
  • Critical Roth conversion concepts after the SECURE Act
  • Critical strategies by profession and objectives
  • Roth conversions for rate arbitrage compared to traditional IRAs to trusts
  • Over 10 reasons why clients should consider converting to a Roth IRA
  • Taxation of Roth IRA conversions and distributions
  • Easy to read conversion tables by common scenarios
  • How to use and analyze Roth conversion software
  • Mathematics of Roth IRA conversions
  • Timing of Roth IRA conversions to gain tax rate arbitrage
  • Estate tax considerations, including why a Roth conversion is much better when an estate tax exists
  • The SECURE Act’s 10-year payout rule and the high tax rates to follow
  • “Stretch” Roth IRAs for eligible designated beneficiaries
  • How to utilize Roth IRAs for clients with special needs and asset protection concerns
  • Utilizing Roth IRAs to fund long-term care strategies
  • Hedging Roth conversions with life insurance
  • Using insurance to preserve post-death “stretch-out”
  • Tax-sensitive withdrawal strategies
  • Why a conversion is a “Bet-to-Live” Strategy (and why insurance is a “Bet-to-Die” Strategy!)
  • Hedging Roth IRAs with Insurance
  • Plus, you will also receive easy-to-follow charts, graphs and tables that you can use with your clients!

This is not a webinar designed to help only wealthy clients. The information you receive in this course will be helpful to advise the mass-affluent and you will receive practical tools that you can actually use right in your practice!

Learning objectives

  • To identify various Low value Roth conversions
  • Taking Advantage of the no RMD rule
  • Roth conversions equal to the forgiven RMD
  • Ways of Hedging Roth IRAs with Insurance
  • Tax-sensitive withdrawal strategies and many more.

About Presenter

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.


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

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.5
(23)
57%
35%
9%
0%
0%
  • KS
    Kenneth Smith , CPA, CFP
    Sep 11th 2020
    The tutor has an amazing hold on how on utilising ROTH conversion in various tax consideration & utilising ROTH IRAs to fund long-term care strategies. He was very patient with the online attendees doubt and addressing every doubts in the session. Higly Recommend this webinar for utilising ROTH conversions.
KM
Kathleen Murray , CFP
I have always had difficulties in mathematics of Roth IRA conversions and understanding it conceptually was equally important because every year there is an update, which makes it difficult to catchup with the latest updates.
MH
mark hoffman , CPA
The tutor has an amazing hold on how on utilising ROTH conversion in various tax consideration & utilising ROTH IRAs to fund long-term care strategies. He was very patient with the online attendees doubt and addressing every doubts in the session. Higly Recommend this webinar for utilising ROTH conversions.
JK
Jim Klockow , CPA
I have always had difficulties in mathematics of Roth IRA conversions and understanding it conceptually was equally important because every year there is an update, which makes it difficult to catchup with the latest updates.
SJ
SUSHMA JAIN
Learning about the Low value Roth conversions & Low value Roth conversions has never been much easily exaplained by anyother tutor so far. Robert has an eye for Critical Roth conversion concepts after the SECURE Act, which makes it vbery interesting since he teaches with passion.
LM
LILLIAN MCKAY , CPA
Knowing about the taxation of roth IRA conversions as well as distribution was very important & reading the conversion tables by common scenarious and anlysing the roth conversion software. I was very much confused with the conversion tables but Robert put it all together very easily.

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.

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

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.

upcoming Live CPE Webinars

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
Monday, November 30, 2020 | 09:30 AM EST View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Employment law landmines from recruiting to termination
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
QBO Running reports - Information, Analysis & Better Decision
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Corporate External Financial Reporting Decisions
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Section 199A Update
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
TAX PRACTITIONERS ETHICS (LATEST 2020)
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS: THE NEW YELLOW BOOK (LATEST FOR NON-PROFIT)
Monday, November 30, 2020 | 12:30 PM EST View Details/Register
Year-End Payroll Updates (Latest)
Monday, November 30, 2020 | 01:00 PM EST View Details/Register
  • Cost $20
  • CPE Credits 2
  • CE Credits 2
  • IRS Course ID GEHNZ-U-00165-20-O
  • CTEC Course ID 6273-CE-0177
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Practitioners Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Tax Firm CPA in Business Tax Accountant (Industry) Tax Director (Industry) Senior Accountant Entrepreneurial Accountant Tax Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
Monday, November 30, 2020 | 09:30 AM EST View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Employment law landmines from recruiting to termination
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
QBO Running reports - Information, Analysis & Better Decision
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Corporate External Financial Reporting Decisions
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Section 199A Update
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
TAX PRACTITIONERS ETHICS (LATEST 2020)
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS: THE NEW YELLOW BOOK (LATEST FOR NON-PROFIT)
Monday, November 30, 2020 | 12:30 PM EST View Details/Register
Year-End Payroll Updates (Latest)
Monday, November 30, 2020 | 01:00 PM EST View Details/Register