Total Credits: 8 including 8 Taxes - Technical
Tightening down the hatches and intelligently using tax breaks to help leverage one's future is critical to being able to retire at all and retire well. This course locks down on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts.
*To identify IRA income and estate tax planning maneuvers, investigate asset protection features of retirement savings vehicles and explore foundational requirements, operational boundaries, opportunities and pitfalls of IRAs and Roth IRAs
* Deductible, nondeductible, spousal, conduit, traditional and Roth IRAs
* Qualification requirements, investment restrictions and prohibited transactions
* Income tax reporting and disclosure rules and income tax withholding requirements
* Early distribution penalties and how to avoid them
* Conversion from traditional to Roth IRA, recharacterization and reconversion
* Rollovers, trustee to trustee transfers to/from IRAs, qualified plans and decedents
* Self directed IRAs dos, don'ts, upside and treachery
* Forced distributions at retirement and after death
* Estate planning: Avoiding IRD problems, funding marital bequests, special Roth features, charitable giving and estate liquidity planning
* Fabulous college planning/wealth building in children via IRAs and stretch IRAs
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
2017IRASACPEN110317112 (0.64 MB) | 112 Pages | Available after Purchase |
IRAs and Roth IRAs_Q&A (0.01 MB) | Available after Purchase |
Bradley Burnett practices tax law in Colorado. After undergraduate (Business Administration/Accounting) school and law (J.D.) school, he earned a Master of Laws in Taxation (LL.M.) from the University of Denver School of Law Graduate Tax Program. After stints at national and local accounting firms and a medium sized Denver law firm, he established his own law firm in 1990, He has delivered more than 3,300 presentations on tax law to CPAs, attorneys, EAs and others throughout all fifty U.S. states, Washington, D.C. and seven countries. Bradley served four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He authors and teaches tax materials for Commerce Clearing House (CCH), has received the Illinois Society of CPAs Instructor Excellence Award and five times has been the most requested, top-rated presenter at annual state CPA tax institutes. His seminar style is briskly paced delivery of practical insights with humor.
Business Professionals' Network, Inc. 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
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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