Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this class we’ll talk about beneficiary choices, how they operate and the consequences of failing to name a beneficiary. This class has been updated for proposed Secure regulations.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize the significance of the Retirement Plan Beneficiary,
- Determine the reasons a trust may be named as a beneficiary; and
- Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary.
Course Specifics
|
Course ID WC1823326660 |
Revision Date March 28, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02334-23-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02334-23-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1902
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1902
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 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
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 …
Retirement Plan Beneficiaries
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this class we’ll talk about beneficiary choices, how they operate and the consequences of failing to name a beneficiary. This class has been updated for proposed Secure regulations.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize the significance of the Retirement Plan Beneficiary,
- Determine the reasons a trust may be named as a beneficiary; and
- Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary.
Course Specifics
|
Course ID WC1823326660 |
Revision Date March 28, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02334-23-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02334-23-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1902
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1902
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 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
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 …
Retirement Plan Beneficiaries
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00