CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

2021 Federal Tax Update - Retirement Plans

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

In this constantly revised section of the Federal Tax Update, you and other Tax Advisors will learn how to identify changes to tax laws due to new legislation, including:
  • Appropriations Act, The Cares Act, and the Secure Act.
  • Additionally, you’ll learn how to identify the impact of IRAs and rollover scenarios.
Finally, you’ll be kept completely up-to-date and learn the advantages and disadvantages of numerous retirement plans and account types.

Learning Objectives

After completing this section of the course, you will be able to:

• Identify changes to tax law as a result of The Appropriations Act, The Cares Act and The Secure Act.
• Identify the impact of IRAs and rollovers under various scenarios.
• Cite characteristics of various different retirement plans and account types as well as advantages and disadvantages.

Course Specifics

Course ID
WC1821245279
Original Release Date
July 16, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01813-21-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1604
CTEC Federal Tax Update Credits: 1

Course Instructor

Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education. Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking …

Vern Hoven, CPA, MT Read More »

Sharon Kreider Headshot
Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

Sharon Kreider, CPA Read More »

2021 Federal Tax Update - Retirement Plans

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

In this constantly revised section of the Federal Tax Update, you and other Tax Advisors will learn how to identify changes to tax laws due to new legislation, including:
  • Appropriations Act, The Cares Act, and the Secure Act.
  • Additionally, you’ll learn how to identify the impact of IRAs and rollover scenarios.
Finally, you’ll be kept completely up-to-date and learn the advantages and disadvantages of numerous retirement plans and account types.

Learning Objectives

After completing this section of the course, you will be able to:

• Identify changes to tax law as a result of The Appropriations Act, The Cares Act and The Secure Act.
• Identify the impact of IRAs and rollovers under various scenarios.
• Cite characteristics of various different retirement plans and account types as well as advantages and disadvantages.

Course Specifics

Course ID
WC1821245279
Original Release Date
July 16, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01813-21-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1604
CTEC Federal Tax Update Credits: 1

Course Instructor

Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education. Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking …

Vern Hoven, CPA, MT Read More »

Sharon Kreider Headshot
Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

Sharon Kreider, CPA Read More »

2021 Federal Tax Update - Retirement Plans

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$49.00