Retirement Under the New Law
webinarProduct Description
2020 is seeing the biggest change to retirement plan rules in nearly 35 years. From 401k’s to IRAs this course covers the latest implementation, compliance and planning tools available for tax advisors as a result of the 2019 Budget Bill. It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations. Changes from 2019’s Budget Bill as well as the 2020 CARES Act impact nearly every US taxpayer in 2020.
All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives. An overview of defined benefit plans options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives. Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to be one of those rare classes that is as useful for the beginner as it is for the experienced practitioner. It concludes with a short Social Security summary for reference purposes as the most useful and up-to-date retirement class available in 2020!
Attendee Requirements
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions.
You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webcast in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
All streaming webinar times listed are Eastern Time Zone. Please adjust to your time zone.
Prerequisites
NoneField of Study
Taxes-8.00Hours
8NASBA Categories
TaxesCourse Level
BasicCourse Objectives
At the conclusion of this course the student should be able to advise clients and prepare tax returns for deposits to, withdrawals from and planning for all types of IRAs and many qualified plans.
Speaker Details
Bob Jennings CPA, EA
Disclaimer
This TaxSpeaker Internet-Live webinar will begin and end promptly at stated time. All 8-hour webinars will break for lunch, and have 2, 10-15 minute breaks.
Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.
Cancellation, Transfer and Refund Policy-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 for auxiliary aid needs or visit www.taxspeaker.com. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE WEBINAR BEGINS. NO EXCEPTIONS.
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
