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Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues

  • 08/25/2022
  • 9:00 AM - 11:00 AM
  • Webinar-ACPEN



It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs. Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Learning Objectives:

  • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes in the qualified plan and IRA arenas.

        Key Topics:

        • Roth conversion strategies – When and how much
        • Understanding the changes made by the SECURE Act corelate with changes in the tax law  
        • Using trusts as a beneficiary of an IRA  
        • Rollover strategies  
        • Federal Estate Tax issues in a changing tax environment  
        • Post-Mortem opportunities  
        • Spousal issues (including QTIP issues)  
        • Proper beneficiary planning ideas
                                                                                                          Designed for: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

                                                                                                          Level: Intermediate

                                                                                                          Instructor: Arthur Werner, Anthony Rocca, J.D.

                                                                                                          Developer: Arthur Werner

                                                                                                          CPE Credits: 2

                                                                                                          Area(s) of Study: Taxes - Technical

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