November 19, 2022


Webinar


2 Total CPE Credits

product-artwork-712868

Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues

Learning Objectives

  • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes in the qualified plan and IRA arenas.

Major Topics

  • Roth conversion strategies – When and how much
  • Understanding the changes made by the SECURE Act corelate with changes in the tax law  
  • Using trusts as a beneficiary of an IRA  
  • Rollover strategies  
  • Federal Estate Tax issues in a changing tax environment  
  • Post-Mortem opportunities  
  • Spousal issues (including QTIP issues)  
  • Proper beneficiary planning ideas

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic understanding of taxation, financial planning, and estate planning

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Provider

ACPEN

This event has ended.