CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Form 8606: Nondeductible IRAs

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will cover form 8606- a form that could become one of your best friends for tracking basis for Nondeductible IRAs.

Learning Objectives

Upon completing this course, participants will know:

  • Form 8606
  • Nondeductible Contributions and Limits
  • Distributions from IRAs
    • Traditional IRA, SEP, and SIMPLE
    • Non-deductible IRA and Roth
    • Inherited IRAs
  • Roth Conversions from Traditional, SEP, and SIMPLE IRAs
  • Recharacterization
  • What to do about unfiled or incorrect filings

Course Specifics

Course ID
WC1822286566
Revision Date
June 9, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02025-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1761
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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 8606: Nondeductible IRAs

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will cover form 8606- a form that could become one of your best friends for tracking basis for Nondeductible IRAs.

Learning Objectives

Upon completing this course, participants will know:

  • Form 8606
  • Nondeductible Contributions and Limits
  • Distributions from IRAs
    • Traditional IRA, SEP, and SIMPLE
    • Non-deductible IRA and Roth
    • Inherited IRAs
  • Roth Conversions from Traditional, SEP, and SIMPLE IRAs
  • Recharacterization
  • What to do about unfiled or incorrect filings

Course Specifics

Course ID
WC1822286566
Revision Date
June 9, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02025-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1761
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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 8606: Nondeductible IRAs

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$49.00