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Secure Bill Key Changes RMDs After Death3 mins
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Trusts for Disabled and Chronically8 mins
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401(a)(9) Regulations10 mins
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Math of the Conduit Trust Disaster12 mins
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Planning Solutions To Analyze13 mins
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2020 Tax Brackets19 mins
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Taxation of Roth IRA Distributions21 mins
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Estate Tax Considerations28 mins
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Multi-generation Spray Trust34 mins
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Types of Income37 mins
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Rollover Trap42 mins
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Charitable Planning with IRAs69 mins
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Click Here to Register- Course Description
- Course Qualification
- Presenter
- FAQ
Course Description
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. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. This webinar would cover :
Major Topics Covered :
- 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
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 Develope 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
Who Should Attend?
- Certified Financial Planner
- 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 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 for Chartered Special Needs Consultant (ChSNC)
- 1.5 CPE Credit for Chartered Financial Consultant (ChFC)
- 1.5 CPE Credit 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 for Retirement Income Certified Professional (RICP)
- 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
- 1.5 CPE Credit 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 for Accountant/Bookeeper
- 1.5 CE Credit for Certified Plan Fiduciary Advisor (CPFA)
- 1.5 CPE Credit for Certified Government Financial Manager (CGFM)
- 1.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
Additional details
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Course Level :Basic
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Credits :1.5
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Instructional Method :QAS Self Study
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Pre-requisites :None
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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
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
- To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
- Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
- You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
- 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 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
- 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.
- You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
- 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
4.8
21 Ratings
TH
Trudy Holden, CPA (US)
Nov 28th, 2020
It does what it says smoothly, clearly and precisely. Had a great time learning from Robert. The experience on the myCPE platform was better than all the other webinar platforms. Thank you myCPE and Robert.
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.
JW
John Watkins, CFP (US)
Mar 3rd, 2021
Keebler is very thorough with the subject. Great presentation skills and a good webinar overall. Thank you myCPE and Robert.
KS
Katherine Skov, CPA (US)
Jan 21st, 2021
I am glad that I got an opportunity to learn from a learned and experienced presenter. The presentation, handout material, references, and the webinar itself was very informative, subjective, and useful. I will recommend and utilize myCPE platform.
NM
Nancy Miller
Jan 1st, 2021
A fluid experience to an otherwise complicated subject. Great handouts provided and the presenting technique employed by Robert was up to the mark. Thank you myCPE and Robert.
$20
1.5 Credits
Subject Area
Taxes
