IRAs and Roth IRAs - Cradle to Grave and Beyond - Sock it Away and Make it Count
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 0
- Categories:
- ACPEN Industry Institute | ACPEN Tax Institute | IRS Approved | Tax
- Faculty:
- Bradley Burnett, J.D., LL.M.
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
Description
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.
Basic Course Information
Learning Objectives*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
Major Subjects
* 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
Course Materials
| 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 | ||
Faculty
Bradley Burnett, J.D., LL.M. Related Seminars and Products
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.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs and other interested persons who: wish to grasp IRA and retirement planning; engage in income and estate tax planning; prepare tax returns; and wish to personally retire from work before they die
Original Recording Date 09/07/2017
Yellow Book No
Course Developer Bradley Burnett Tax Seminars, Ltd.
Date Added to Catalog 09/01/2017
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
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
Instructional Delivery Method Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
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.