Webcast: Twenty Essential IRA Tips for Saving Taxes and Avoiding Penalties (XSIRAS19)
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Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of

12/11/2019
When: December 11, 2019
12:00 PM until 2:00 PM
Where: Webcast
Surgent
IRAS-2019-01-WEBNR-345-01
United States
Presenter: Denise Appleby, APA, CISP, CRPS, CRC


Online registration is closed.
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Acronym XSIRAS19
CPE 2 hours
Vendor Surgent
Category
Tax
Level Intermediate
Yellow Book? No
CFP Credit? No
Registration Fees
Members* $89
CPA Non-Members $114

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description

Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.

Objectives

  • Identify and address many commonly encountered issues associated with IRAs

Major Topics

  • One per 12 month rollover rule
  • Rollover tips and traps
  • Options for spousal beneficiaries
  • Net unrealized appreciation
  • Required minimum distributions
  • Roth IRA conversions, recharacterizations and reconversions
  • Pre-age 59 ½ distributions including Form 5329
  • IRA beneficiary related issues and disclaimers

Designed For

Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)

Requisite Knowledge:

A basic understanding of individual income tax

Note: Login instructions will be provided by the webcast vendor (Surgent).