CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE will be closed on July 3rd and 4th to celebrate Independence Day.

Retirement Plan Beneficiaries

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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.

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
  • Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary

Course Specifics

Course ID
WC1822284432
Revision Date
May 5, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1743
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

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 …

Mary Kay Foss, CPA Read More »

Retirement Plan Beneficiaries

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00


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

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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.

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
  • Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary

Course Specifics

Course ID
WC1822284432
Revision Date
May 5, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02007-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1743
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

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 …

Mary Kay Foss, CPA Read More »

Retirement Plan Beneficiaries

Expert Instructors
CPE CREDITS
2 Credits: Taxes

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

$98.00