Terrific Tax Planning Ideas of 2021: Qualified Plans, IRAs, and Related Issues (scheduled)

  • Credits: 2
  • Format: Scheduled Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner | Anthony Rocca
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Advanced Preparation: None
Experience Level: Intermediate
Program Prerequisites: Basic Understanding of Taxation, Financial Planning, Estate Planning
Course ID: EWTFM-T-01806-21-O | 6233-CE-0526
Published Date: © June 2021


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"!

Topics include:
  • Roth conversion strategies – When and how much
  • Understanding the changes made by the SECURE Act correlate 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

Learning Objectives:

After reading the course material, you will be able to:

  • 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

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)
  • Insurance Agents

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: