Complete Strategies for Maximizing Contributions, Rollovers, Distributions & Estate Planning of IRAs, SIMPLEs, SEPs & Roths
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 5
- Categories:
- Partner Produced | Tax
- Faculty:
- James L. McCoy, CPA
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 40 day(s) after program date.
Description
Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide for tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight into this important area of practice.
Basic Course Information
Learning Objectives*Distinguish between various types of IRAs
*Explain how Roth IRAs fit into a taxpayer's retirement and estate planning *Describe the basics of regular, employer-sponsored SEPs and salary-reduction SEPs *Discuss the basics of SIMPLE IRAs
*Apply the general rules applicable to all rollover transactions
*Define the vocabulary associated with the minimum distribution rules *Summarize the basic features and planning concepts of annuities
*Describe the estate planning ramifications of qualified benefits
Major Subjects
*Best Ways to Pass an IRA on to a Beneficiary
*Avoiding Penalties *Rollovers "Tips and Traps"
*Regular, non-deductible, and Roth IRAs - Limits, Benefits, and Rules
*SIMPLEs and SEPs
*Distribution Regulations
*Splitting an IRA
*Comparative Modeling for Substantially Equal Payment Options *Estate Planning Issues when Dealing with IRAs
*Late-Breaking Tax Legislation, Regulations, and Rulings
Course Materials
| Manual - Complete Strategies (7.79 MB) | Available after Purchase | ||
| 2015 CPE Credit Information (0.06 MB) | Available after Purchase | ||
| Presentation Slides - Complete Strategies (0.55 MB) | Available after Purchase | ||
Faculty
James L. McCoy, CPA Related Seminars and Products
James L. McCoy, CPA, is a managing member of Surgent McCoy CPE, LLC, a firm specializing in CPE course development. He currently services tax and consulting clients from his Raleigh, N.C. office. Mr. McCoy has more than 25 years of experience in local and national firm tax departments specializing in taxation of individuals and closely held family businesses. In addition, he is a highly rated discussion leader known for his ability to communicate complex technical issues in an easy-to-understand, practical manner.
Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer Virginia Society of CPAs
Date Added to Catalog 3/16/15
Designed For CPAs who want to learn about this key area of practice and all of the planning options available
Original Recording Date 9/24/15
Prerequisites Basic knowledge in estate and retirement planning
Yellow Book
No
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Instructional Delivery Method Group Internet Based
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
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