| Course | |||||
|---|---|---|---|---|---|
 | $159.00 Estate Administration Not all lawyers, CPAs, trusts officers and financial advisors get involved with estate administration on a daily basis, but they often find themselves having to answer clients questions when they least expect it. With the exemption having... | ||||
 | Estate Planning Join Bob Keebler as he reviews all of the issues you need to be on top of, including:
* A review of how the new regulations are structured
* The Final Rule for post-mortem RMDs for those client's dying before their RBD
* The Final Rule... | ||||
 | $159.00 IRAs The Secure Act’s ten-year rule changes most of the tried and true principles and greatly impacts on how we will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with... | ||||
 | $159.00 Estate Administration Markets continue be volatile, and it seems every year will be defined by more uncertainty. In the meantime, interest rates have stayed low. These developments are important for clients seeking to protect their wealth and minimize their... | ||||
 | $159.00 IRAs The SECURE Act ushered in the biggest changes for retirement planning in years, The most significant tax change embodied in this new legislation is the elimination of the “stretch” provision for certain beneficiaries of IRAs in favor of the... | ||||
 | Qualified Retirement Plan This program will cover what every tax and estate planning attorney, CPA, enrolled agent, and tax preparer must know about the:
25% excise tax
IRS waiver procedure and pitfalls
Zero excise tax
10% excise tax procedure
New Updated Version... | ||||
 | $159.00 IRAs IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable... | ||||
 | $159.00 Estate Planning Once and for (almost) always, here is what you need to know to do estate planning for your clients’ retirement benefits. SECURE (2019) has been digested...we now have FINAL regulations that cleared up 99% of questions and problems. And even... | ||||
 | $159.00 IRAs With the shortened payout rule under the SECURE Act, lawyers, CPAs and financial planners will all need to have a better understanding of the taxation of trusts under Subchapter J of the Internal Revenue Code.
Subchapter J governs how taxable... | ||||
 | $159.00 IRAs Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS... |
