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Practical Guide to IRAs (Testing-18/11)

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FREE

Total Credits

3 CPE

Available in Self Study

Recorded On: Feb 8th, 2022

Live Conference

Jun 18th, 2022

Practical Guide to IRAs (Testing-18/11)

Opening, funding, distributions, taxation rollovers, and beneficiaries are all important facets of dealing with the regular and Roth IRA including employer IRAs. The tax rules associated with the IRA can be incredibly complex particularly in the area of distributions and beneficiaries. We will work through these complexities as well as the issues to help you assist your clients in dealing with the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that congress has imparted on the IRA.


This comprehensive online CPE/CE course is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The online continuing education course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs.

Continuing Education Credits

The sessions of the conference qualifies for

  • 3 General Credit for all Accountant
  • 4 CPE Credit of Financial Reporting for CMA
  • 4 CPE Credit of Accounting for CPA (US)
  • 4 CE Credit for all CFIRS
  • 4 CE Credit for all CWS
  • 1 CPD Credit for all CPA/ABV

Sponsors

Shawn Parikh

Date

Jun 18th, 2022

Time

09:00 AM – 11:00 AM
2 Credit

Session 1

Opening, funding, distributions, taxation rollovers, and beneficiaries are all important facets of dealing with the regular and Roth IRA including employer IRAs. The tax rules associated with the IRA can be incredibly complex particularly in the area of distributions and beneficiaries. We will work through these complexities as well as the issues to help you assist your clients in dealing with the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that congress has imparted on the IRA.-session

Learning Objectives

Opening, funding, distributions, taxation rollovers, and beneficiaries are all important facets of dealing with the regular and Roth IRA including employer IRAs. The tax rules associated with the IRA can be incredibly complex particularly in the area of distributions and beneficiaries. We will work through these complexities as well as the issues to help you assist your clients in dealing with the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that congress has imparted on the IRA.

  • 1.5 General credit of for all Accountant
  • 4 CPE credit of Financial Reporting for all CMA ( Course No. 1 )
  • 4 CPE credit of Accounting for all CPA (US) ( Course No. 2 )
  • 4 CE credit of for all CFIRS
  • 4 CE credit of for all CWS

Subject Area:

Accounting,Financial Reporting

Course Level:

Advance

Instuctional Method:

Group Internet Based

Pre-requisites:

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Advance Preparation:

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Break

11:00 AM – 12:30 PM EDT

Shawn Parikh

Date

Jun 18th, 2022

Time

12:30 PM – 01:30 PM
1 Credit

session 2

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Learning Objectives

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  • 1.5 General credit of for all Accountant
  • 1 CPD credit of for all CPA/ABV

Subject Area:

Course Level:

Intermediate

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs
View More

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Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download

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