With more than 30 years of experience, Taxspeaker has been at the forefront in creating innovative CPE courses in person, via mail, and online. Our goal is to ensure each CPE credit earned via Taxspeaker is packed full of valuable information you can use every day. This is true no matter how you choose to receive your courses.
A fast-changing world requires you to be current on crucial issues that affect your business. Taxspeaker delivers the latest in CPE courses while maintaining the highest levels of quality in our instruction. You can be certain that when you take CPE courses from Taxspeaker, you're getting the best education available in the industry.
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TaxSpeaker Lobby Series - The first of its kind. TaxSpeaker now offers a continuous playing information guide to benefit you and your customers alike.
Credit Hours: 4
By: Bob Jennings, CPA, EA
IRS Number: 5KBKR-T-00476-17-S
This is a course composed of three individual courses. Although presented in 1 manual for your ease in reference, they are included in the 1 book as 3 separate and distinct books as follows:
Business Pension Plans:
IRAs, Roths & Conversions:
Retirement Distributions, Penalties & Inheritances:
Business Pension Plans: Upon completion of this course, the student should be able to: · Compare and contrast different types of retirement plans and discuss top heavy rules with clients; · Provide clients with detailed information about defined contribution and defined benefit plans; · Define SEPs to clients and summarize advantages and disadvantages of these plans; · Define SIMPLE plans to clients and summarize advantages and disadvantages of these plans; IRAs, Roths & Conversions: Upon completion of this course, the student should be able to: · Compare and contrast traditional deductible, traditional non-deductible, and rollover IRAs with clients; · Define contribution limits and deductions phase-outs to clients. Retirement Distributions: Upon completion of this course, the student should be able to: · Define early distributions · Define associated penalties · Define exceptions for clients.
Field of Study
**One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.
Credit Hours: 4
by Bob Jennings, CPA, EA
Call: (812) 288-1513
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4403 Hamburg Pike
Jeffersonville, IN 47130