Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Retirement accounts are a critical asset for most of your clients. In this class from Mary Kay Foss, CPA, she will take you through what you need to do if they need to take distributions before retirement due to divorce, college education, or a home purchase. Articles abound about the availability of retirement funds, but the IRS rules often conflict with the Qualified Plan provisions. This course covers withdrawals, before and after retirement.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize when the qualified plan document differs from provisions in the Internal Revenue Code
- Understand benefits such as QDROs and hardship distributions
- Identify the effect of employee loans
Course Specifics
|
Course ID WC1822281587 |
Revision Date April 11, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2
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
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …
Qualified Plan Withdrawals
$98.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Retirement accounts are a critical asset for most of your clients. In this class from Mary Kay Foss, CPA, she will take you through what you need to do if they need to take distributions before retirement due to divorce, college education, or a home purchase. Articles abound about the availability of retirement funds, but the IRS rules often conflict with the Qualified Plan provisions. This course covers withdrawals, before and after retirement.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize when the qualified plan document differs from provisions in the Internal Revenue Code
- Understand benefits such as QDROs and hardship distributions
- Identify the effect of employee loans
Course Specifics
|
Course ID WC1822281587 |
Revision Date April 11, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01998-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1735
CTEC Federal Tax Law Credits: 2
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
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …
Qualified Plan Withdrawals
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
$98.00