Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
This course from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, will look into form 5329 with an emphasis on the exceptions to the early distribution penalty.
Learning Objectives
Upon completing this course, participants will understand:
- Form 5329: additional taxes on qualified plans
- Excess contributions to qualified plans
- Exceptions to early distribution penalties
- Incorrect and missed RMDs
Course Specifics
|
Course ID WC1822286845 |
Revision Date June 13, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02034-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02034-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1770
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1770
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Form 5329: Exceptions to Early Distribution Penalty
CPE CREDITS
1 Credits: Taxes
$49.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
This course from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, will look into form 5329 with an emphasis on the exceptions to the early distribution penalty.
Learning Objectives
Upon completing this course, participants will understand:
- Form 5329: additional taxes on qualified plans
- Excess contributions to qualified plans
- Exceptions to early distribution penalties
- Incorrect and missed RMDs
Course Specifics
|
Course ID WC1822286845 |
Revision Date June 13, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02034-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02034-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1770
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1770
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Form 5329: Exceptions to Early Distribution Penalty
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$49.00