CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The Mathematics of Secure: Where the Tax Law and Economics Collide

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
3 Credits: Taxes

Course Description

The goal in preparing this book was simply to look at the quantitative issues. Issues such as the following:
      •Should I buy insurance?
      •Should I consider a Roth conversion?
      •Could a charitable trust help both charity and my family?

Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify changes in distribution rules brought about by the Secure Act.
  • Cite rules and regulations regarding the implementation of the Secure Act requirements.
  • Identify strategies to maximize beneficiary wealth under the new requirements of the Secure Act.
  • Cite Consequences of Naming a Charity as the Beneficiary of an IRA
  • Cite the Advantages of Roth IRA
  • Cite the reasons why an investment in life insurance has two advantages over a taxable investment.
  • Understand the effect of the SECURE Act on Accumulation Trusts
  • Define eligible designated beneficiary.

Course Specifics

Course ID
8202696
Revision Date
June 29, 2020
Number of Pages
102
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01589-20-S
IRS Federal Tax Law Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1486
CTEC Federal Tax Law Credits: 3

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Mathematics of Secure: Where the Tax Law and Economics Collide

Format
CPE CREDITS
3 Credits: Taxes

$87.00$107.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
3 Credits: Taxes

Course Description

The goal in preparing this book was simply to look at the quantitative issues. Issues such as the following:
      •Should I buy insurance?
      •Should I consider a Roth conversion?
      •Could a charitable trust help both charity and my family?

Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify changes in distribution rules brought about by the Secure Act.
  • Cite rules and regulations regarding the implementation of the Secure Act requirements.
  • Identify strategies to maximize beneficiary wealth under the new requirements of the Secure Act.
  • Cite Consequences of Naming a Charity as the Beneficiary of an IRA
  • Cite the Advantages of Roth IRA
  • Cite the reasons why an investment in life insurance has two advantages over a taxable investment.
  • Understand the effect of the SECURE Act on Accumulation Trusts
  • Define eligible designated beneficiary.

Course Specifics

Course ID
8202696
Revision Date
June 29, 2020
Number of Pages
102
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01589-20-S
IRS Federal Tax Law Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1486
CTEC Federal Tax Law Credits: 3

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Mathematics of Secure: Where the Tax Law and Economics Collide

Format
CPE CREDITS
3 Credits: Taxes

$87.00$107.00

Clear