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

It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs. Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

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 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