Larry Stein's 2021 Guide To IRAs

You Pay: $379.00
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This course is 8.00 credits
Instructor
Larry Stein
Field of Study
Tax
Course Level
Intermediate

Instructor

Larry Stein

Registration Fees

MSCPA-AICPA Member
$279.00
MSCPA Member
$279.00
AICPA Member
$379.00
Non-Member
$379.00
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Tuesday, Jun 8, 2021
8:45am – 4:30pm

Join Larry Stein as he discusses IRAs (Traditional and Roth Traditional and Roth IRAs). Both accumulations and distributions will be covered. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Designed For

CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.

Course Objectives

Upon the successful completion of this CPE Event, participants will be able to explain selected tax planning and compliance strategies for IRAs.

Major Subjects

Part One - Retirement Wealth - Accumulations (200 Minutes)  IRAs  Roth IRA conversions  Prohibited transactions  Unrelated Business Taxable Income  Rollovers vs. transfers  Inherited IRAs  No recharacterizations after TCJA  Tax compliance consider

Prerequisites

Basic knowledge of federal taxation.

Registrants

+ $379.00

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