3 NY CLE Credits: 3 Skills; Transitional and Non-transitional; 3 NJ CLE Credits: 3 General; 3 CPE Credits for CPAs (NY only)
Many taxpayers have accumulated a considerable amount of assets in their retirement accounts. The Secure Act has created many new technical deadlines that must be followed in order to avoid IRS penalties.
Tax planning and estate planning for your clients that have substantial retirement assets have become more important than ever. You need to be aware of common errors that frequently take place.
This 3-credit CLE/CPE program includes:
- Overview of the Retirement Distribution Rules under the Secure Act
- Advantages of Trusts as IRA Beneficiary
- Common Errors in Retirement Distribution Planning
- Why many IRA beneficiary forms are defective
- Statute of limitation issues including IRA penalties
- Unintended Beneficiaries of Retirement Accounts or “My IRA is Going Where?”
- And much more
ABOUT the INSTRUCTOR: Seymour Goldberg, CPA, MBA (Taxation), JD is a senior partner in the law firm of Goldberg & Goldberg, P.C., Melville, New York. He has conducted over 100 continuing professional education programs for attorneys and CPAs in the area of IRA distributions and IRA compliance issues. He is a former IRS agent and IRS instructor. Mr. Goldberg is the recipient of Outstanding Discussion Leader Awards from both the AICPA and the Foundation for Accounting Education. His manuals written for the American Bar Association can be found in well over 100 law school libraries. Two of his manuals cover IRA issues and IRS compliance issues involving IRAs.
Mr. Goldberg can be reached at 516-222-0422 or by email at email@example.com.
The New York and New Jersey CLE credits for this program will be issued by NYCLA
The CPE credits* for this program will be issued by IRG Publications.
* CPA registrants must submit NYS CPA License Number after selecting registration option.
IRG Publications CPE details:
Recommended CPE Credit Hours: 3
Method of Presentation: Webinar
NY Sponsor: IRG Publications
Sponsor License No: 002963
Subject area: Taxation
Learning objective: To acquire knowledge involving tax planning and IRS compliance issues when dealing with IRA assets after the Secure Act
Prerequisite: Basic knowledge of taxation
Member (CLE Credit): $85
Non-member (CLE Credit): $105
CPA (CPE Credit ONLY): $75
JD/CPA Member (CLE & CPE Credit): $105
JD/CPA Non-Member (CLE & CPE Credit): $125
You must be signed in to register. If you do not have an account, you can create it for free.
For technical and account related issues, please contact us at firstname.lastname@example.org