MYCPE ONE

Estate Planning Virtual Symposium 2025

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Conference Overview

When it comes to retirement planning, Required Minimum Distributions (RMDs) can be a complex issue, particularly when assets are passed within the family. In this session, we will explore strategies for managing and preserving the value of retirement assets across generations. The focus will be on how RMDs impact spouses, children, and even grandchildren who inherit retirement accounts.

Through intra-family RMDs, estate planners can ensure that retirement plan assets are distributed efficiently while minimizing the tax burden and maximizing wealth transfer. Attendees will gain an understanding of the rules surrounding RMDs, the tax implications for different beneficiaries, and how to ensure that these funds are preserved for future generations.

This session will equip estate planners, financial advisors, and individuals with actionable insights into strategies for passing on retirement assets, optimizing RMD management, and preserving the long-term value of these assets for beneficiaries.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2 Finance
CPA (US) 2 Taxes
EA 2 Federal tax-related matters
AFSP 2 Federal tax-related matters
CRTP 2 Federal tax-related matters
CPA/PFS 2 All
CPA/PFS 2 Taxes
CFA 2 Finance
CFA 2 Taxes
ORTP 2 Federal tax-related matters
ChFC 2 Finance
ChFC 2 Taxation
Maryland Tax Preparer 2 Federal tax-related matters
DE LPA 2 Finance
DE LPA 2 Taxes
TEP 3 All
CWS 2 Financial Planning
CWS 2 Taxes
RICP 2 Finance
RICP 2 Taxes
LTC 2 Federal tax-related matters
CFIRS 2 Financial Planning
CFIRS 2 Taxes
CPFA/QPFC 1 All
CPFA/QPFC 1 Estate Planning
FSCP 2 Finance
FSCP 2 Taxes
WMCP 2 Finance
WMCP 2 Taxes
CASL 2 Finance
CASL 2 Taxes
IA LPA 2 Finance
IA LPA 2 Taxes
CIPM 2 Finance
CIPM 2 Taxes
ME LPA 2 Finance
ME LPA 2 Taxes
ChSNC 2 Finance
ChSNC 2 Taxes

Sessions

Jun 20th, 2025

Speakers:
Speaker Name
Lawrence Pon

Owner
Pon & Associates

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As the digital world expands, so does the importance of digital estate planning. With cryptocurrencies like Bitcoin and NFTs gaining widespread popularity, how do you account for these assets in estate plans? The nature of digital assets presents unique challenges in wills and trusts—especially when it comes to storage, access, and transferring ownership after death.

Lawrence Pon will guide attendees through the complexities of digital estate planning, covering best practices for including cryptocurrencies, NFTs, and other digital assets in a comprehensive estate plan. The session will also explore secure ways to store, manage, and transfer these assets to heirs, ensuring that they are protected and that future generations can benefit from them.

Major Topics:

  • Digital Asset Overview
  • Cryptocurrency Estate Planning
  • NFTs and Wills
  • Secure Digital Storage
  • Access Control Measures

This session is crucial for anyone interested in the intersection of technology and estate planning, ensuring that digital assets are properly included in your estate plan.

Learning Objectives

  • Explore the impact of digital assets on estate planning and asset transfer.
  • Learn how to integrate cryptocurrencies and NFTs into estate plans effectively.
  • Implement secure methods of storing digital assets for estate planning.
  • Develop strategies for communicating digital asset plans to heirs.
  • Assess legal considerations and risks related to digital asset estate planning.

Qualifies For

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

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Life is unpredictable, and planning for the unexpected is essential to protecting your family’s financial future. Incapacity planning, long-term care insurance, and powers of attorney are critical elements to address well before a crisis arises. How can you ensure that your family is prepared in case of sudden illness or incapacity, and how do you make sure financial decisions continue without disruption?

This course will discuss proactive planning strategies for securing your family’s financial future and ensuring that you have the tools to manage unexpected life events. 

Major Topics:

  • Incapacity Planning Essentials
  • Long-Term Care Insurance
  • Powers of Attorney
  • Financial Continuity Planning
  • Asset Management Strategies

Join us for insights into pre-death planning, which safeguards your financial legacy and prepares your family for the unexpected.

Learning Objectives

  • Identify critical elements of incapacity planning and its role in protecting assets.
  • Assess the importance of long-term care insurance in safeguarding your family’s future.
  • Implement powers of attorney to ensure seamless financial decisions.
  • Learn strategies for maintaining financial continuity during unexpected incapacitation.
  • Develop an asset management plan for long-term care and unforeseen circumstances.

Qualifies For

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

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Are you navigating the complexities of retirement planning and inherited assets in a post-SECURE Act world? The landscape of Required Minimum Distributions (RMDs) and inherited IRAs has shifted significantly, impacting how you save, withdraw, and pass on wealth. Are you confident you understand the latest changes to RMD ages, the nuances of the 10-year rule for inherited IRAs, and how to minimize taxes while maximizing legacy? This comprehensive course delves into the critical updates you need to master.

This CE course will unpack the intricacies of SECURE Act 2.0, providing clarity on RMD age increases, penalty reductions for missed distributions, and new rules for Roth 401(k)s. We'll explore the dramatic changes to "Stretch IRA" rules, analysing their effect on beneficiaries and strategies for preserving value. Discover how inherited IRAs can still offer significant benefits when strategically managed.

Major Topics:

  • RMD Age Increases
  • Inherited IRA Rules 
  • Roth 401(k)s Explained 
  • Penalty Tax Reductions 
  • Conduit Trust Strategies

Join us to gain actionable insights and expert strategies for optimizing your retirement and estate plans.

For more IRS CE Courses, Click here.

Learning Objectives

  • Define Required Minimum Distributions for the years 2020-2035.
  • Explain Secure Acts rules regarding Stretch IRA rules and the effect on RMD’s.
  • Analyse the benefits of inherited IRA’s and the increase in value spread over the years.
  • Provide suggestions for financial planner to preserve the value of intra-family RMD’s.
  • Consider the use of conduit trusts for long term planning and value preservation.

Qualifies For

License details Credits Status
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02619-25-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02108) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02619-25-O) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02619-25-O) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02619-25-O) 1 CE Approved
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02619-25-O) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Robert Keebler

Partner
Keebler & Associates LLP

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Tax reforms are coming in 2025, and they will have significant implications for estate planning. As tax laws evolve, estate planners need to adapt their strategies to minimize tax liability while safeguarding wealth for future generations. How can you effectively update your estate plans in light of the new tax reforms to ensure your clients or family are positioned for success in the changing tax landscape?

Robert Keebler will break down the specific changes in tax law that impact estate planning and how to adjust your strategies accordingly. The session will cover wealth preservation techniques, including tax-efficient strategies and trust and gift planning adjustments, all aimed at minimizing estate taxes and securing your financial legacy.

Major Topics:

  • 2025 Tax Reform Overview
  • Wealth Preservation Strategies
  • Trusts and Estate Plans
  • Gift Tax Strategies
  • Estate Tax Minimization

Join us for this course to understand the 2025 tax reforms and how to adjust your estate plans for maximum tax efficiency.

Learning Objectives

  • Analyze how 2025 tax reforms will impact estate planning and wealth preservation.
  • Implement strategies for minimizing estate taxes and maximizing wealth transfer.
  • Adjust gift and trust strategies in response to new tax laws.
  • Identify effective wealth management techniques under changing tax legislation.
  • Develop strategies for preserving wealth for future generations through estate planning.

Qualifies For

License details Credits Status
Federal tax-related matters for Annual Filing Season Program (AFSP) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Enrolled Agents (EA) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) 1 CE Approved
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Accounting Skills with Robert's CE/CPE Webinars
Robert Keebler

Partner
Keebler & Associates LLP

Jun 20th, 2025

View More
Lawrence Pon
Lawrence Pon

Owner
Pon & Associates

Jun 20th, 2025

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Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Jun 20th, 2025

View More

Reviews and Ratings

out of 5

ratingratingratingratingrating
6 ratings

Excellent

Very Good

Average

Poor

KL

Kenneth Lenz, Owner
4 ratingratingratingratingrating

This was very informative.

YB

YING BAI, Consultant
5 ratingratingratingratingrating

FANTASTIC!

AL

anne lennstrom, Owner
5 ratingratingratingratingrating

speakers were excellent and shared interesting info .

AL

anne lennstrom, Owner
5 ratingratingratingratingrating

speakers were excellent and shared interesting info .

AL

anne lennstrom, Owner
5 ratingratingratingratingrating

speakers were excellent and shared interesting info .

AL

anne lennstrom, Owner
5 ratingratingratingratingrating

speakers were excellent and shared interesting info .

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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