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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
It's never too early to plan for retirement—your present choices can shape your future. Besides employer-sponsored plans, an Individual Retirement Account (IRA) offers an additional way to save and po ...Delivery Method:
- Group Internet Based
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IRA Giving: The Next Big Wave of Philanthropy
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By 2030, all Baby Boomers will be over age 65! Charitable Giving directly from their retirement accounts (IRAs) is a powerful strategy, accessible and beneficiary no matter their net worth. In this ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Beneficiaries of stretch IRAs will get slammed by higher taxes under pending legislation that’s expected shortly to become federal law, triggering a need for urgent action to shield inherited and spou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Description:
This course is designed to give the financial and insurance professional an in-depth review of individual retirement arrangements.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Description:
IRA rollovers are the main driver of the IRA market. It has been projected that by 2017 IRA rollovers will total over $400 billion annually. This is a “goldmine” of opportunity for financial and ins ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
In this practical webinar, you will learn about: Why you always want your IRA beneficiary to be a Trust The four legal requirements for trusts to be the designated beneficiary of IRA’s The Clark v. Ra ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); a Tradition ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); an individu ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRS Number: TATHT-Q-00099-24-O Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and C ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth covera ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines several issues involving IRAs and retirement and estate planning. Topics include required minimum distributions, designated beneficiaries, trusts, inherited IRAs, and opportunitie ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Though most IRA planning focuses on maintaining and growing retirement funds, often little or no attention is paid to preserving retirement assets after death, when tax savings can benefit heirs for m ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act. The long-anticipated propo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
12 CPE Hours Full Course Price: $84.50 Formats: Hard Copy and PDF This course will make sense of the different rules for taking money out of IRAs, Roth IRAs, 401(k)s, Keoghs, and other retirement plan ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRAs and Roth IRAs are crucial vehicles in any investment advisors practice. At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants, offers an update on IRA ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
199A has been a wonderful opportunity to provide real value to your clients. This course includes the nuts and bolts of 199A as well as how the calculation works. It will cover how you can come in and ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
IRC 163(j) Interest Deduction Limits for Controlled Foreign Corporations: Planning & Calculations
22-Aug-2019 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
IRC 2513 Gift-Splitting Rules: Identifying Gifts Requiring Non-Pro Rata Allocations
13-Sep-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide tax advisers and compliance professionals with a practical, beyond the basics guide to the Section 2513 “gift-splitting rules.” The panel will offer practical and detailed gu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
New regulations that may be finalized by year-end will profoundly impact the way that certain estates are valued. This course will help you prepare for those massive changes. It will cover the brand ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
IRC 751 Hot Assets: Calculating and Reporting Ordinary Income in Disposition of Partnership or LLC Interests
26-Jul-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide accounting and tax professionals with a deep dive into the tax treatment of so-called Section 751 “hot assets” when a partner disposes of his or her partnership interest. The ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRC Section 754 is a complex and critical part of the Code for advisers working on partnership tax matters. Failure to understand it can result in unnecessary tax issues for individual partners. In th ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRC Section 754 is a complex and critical part of the Code for advisers working on partnership tax matters. Failure to understand it can result in unnecessary tax issues for individual partners. In th ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRC Section 754 is a complex and critical part of the Code for advisers working on partnership tax matters. Failure to understand it can result in unnecessary tax issues for individual partners. In th ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
IRC section 754 is a complex and critical part of the Code for advisors working on partnership tax matters. In this webinar, youll learn how to take advantage of §754 election opportunities and save ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Internal Revenue Code plays a pivotal role in fostering home ownership by providing individuals with valuable deductions for mortgage interest and real estate taxes. Section 121 Exclusion, often r ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Internal Revenue Code plays a pivotal role in fostering home ownership by providing individuals with valuable deductions for mortgage interest and real estate taxes. Section 121 Exclusion, often r ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll receive step-by-step guidance on how to respond to IRS audits of large and medium-sized business taxpayers. Among other things, you’ll learn about: The application, o ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
IRC Section 734 Adjustments: Applying the 754 Election to Distributions of Partnership Property
10-Aug-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will equip tax professionals with the tools and understanding to properly analyze the impact of a Section 754 election. The panel will offer a detailed case study and illustration of how ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide tax advisers and counsel with an in-depth analysis of the Section 754 election. The panel will outline best practices for making the Section 754 election, tax implications of ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
IRS 1099: 2018 Update
30-Jul-2018 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Business Law
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
eeping up with the changes in tax regulation from year to year can be challenging. With rumors regarding what will and won't change, it becomes even more difficult. Don't let these changes intimidate ...Program Level:
BasicDelivery Method:
- QAS Self Study
Location:
- KS
-
Field of Study:
- Business Law
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Confronting IRS notifications can be daunting, particularly when penalties are implicated. How does one differentiate among various abatement types or adeptly manage appeals? Tax professionals frequen ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Confronting IRS notifications can be daunting, particularly when penalties are implicated. How does one differentiate among various abatement types or adeptly manage appeals? Tax professionals frequen ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Embark on an illuminating journey into the world of the IRS Advisory Council (IRSAC) and discover a comprehensive spectrum of insights and initiatives designed to revolutionize tax administration. In ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
ESOPs may attract the attention of our regulators, the IRS and DOL. Join Sheryl Bayani-Alzona of Employee Benefits Law Group, PC, and Natasha Fedder of Scale LLP for a discussion of the IRS and DOL, ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide an overview of the 2017 audit priorities of the IRS such as procedural changes involving time frames for exams conducted throughout the country, collection issues, procedures ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Unlock the Secrets of Worker Classification! and discover the game-changing nuances that can transform your business strategy. Navigating the intricate world of tax laws and worker distinctions has ne ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Unlock the Secrets of Worker Classification! and discover the game-changing nuances that can transform your business strategy. Navigating the intricate world of tax laws and worker distinctions has ne ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
- Auditing (Govmnt)
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This live, interactive webinar presentation will provide learners with a comprehensive overview of the IRS audit process from the opening conference to closing letters. Learners will be able to identi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
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- AL
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- AZ
- CA
- CT
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- DC
- DE
- FL
- GA
- HI
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- ID
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- IN
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- LA
- MA
- MD
- ME
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- RI
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- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive step-by-step guidance on how to respond to IRS audits of large and medium-sized business taxpayers. Among other things, youll learn about IRS examination tec ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to Black’s Law Dictionary Due process is, “a course of legal proceedings … which have been established … for the enforcement and protection of private rights.” A Collection Due Process (CDP) ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
When a taxpayer's account is assigned to the IRS Automated Collection System (ACS), navigating the available resolution options can be complex. This CE Course will provide the latest information on co ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
When a taxpayer's account is assigned to the IRS Automated Collection System (ACS), navigating the available resolution options can be complex.This CE Course will provide the latest information on col ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Effectively navigating the IRS Collection Information Statement (CIS) process is crucial for securing hardship relief, Partial Payment Installment Agreements (PPIA), or affordable installment plans. T ...Delivery Method:
- Group Internet Based
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