IRAs, Roths & Conversions - VIRTUAL
2.00 Credits
Member Price $165
Non-Member Price $215
Overview
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 Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.
Building upon the above-mentioned foundational knowledge, TaxSpeaker is including key updates for consideration amid 2023-2024 legislative changes affecting all things financial. During this course, you’ll receive a run-down of the history of IRA’s, changes in the last few years, and problem areas such as self-dealing. We will also take care to think critically together about future possibilities to prepare for, such as what Roth IRA withdrawals and conversions may look like, as well as whether or not we’ll see Roth IRA’s becoming taxable.
Prerequisites
2-4 years tax preparation experience.
Designed For
Oklahoma CPAs working Tax
Objectives
This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.
Preparation
None
Leader(s):
Leader Bios
Bob Jennings, Owner, TaxSpeaker
Bob Jennings, CPA, EA, CFP®, is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Jennings is a licensed CPA (Indiana) and an IRS Enrolled Agent. He is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications. Jennings annually authors several tax, accounting and technology manuals and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Jennings has dealt exclusively with individual and small business financial issues for over 30 years. Jennings appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.
Non-Member Price $215
Member Price $165