IRA Boot Camp (IRAB16)
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When: 12/28/2016
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: William F. Taylor

Online registration is closed.
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Acronym IRAB16
CPE 8 hours
Vendor Surgent McCoy CPE, LLC
Level Intermediate
Prerequisite Basic knowledge in estate and retirement planning
Adv Prep None
Who should attend

CPAs who want to learn about this key area of practice and all of the planning options available.

Registration Early Bird
(through 12/12)
(after 12/12)
Member $289 $339
CPA Non-Member $389 $439

The Member rate applies to LCPA members, reciprocal state 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.


Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight and practical planning suggestions into this important area of practice.


  • Distinguish between various types of IRAs
  • Explain how Roth IRAs fit into a taxpayer's retirement and estate planning
  • Describe the basics of regular, employer-sponsored SEPs and salary-reduction SEPs
  • Discuss the basics of SIMPLE IRAs
  • Apply the general rules applicable to all rollover transactions
  • Define the vocabulary associated with the minimum distribution rules
  • Summarize the basic features and planning concepts of annuities
  • Describe the estate planning ramifications of qualified benefits


  • The best ways to pass an IRA on to a beneficiary and avoid the pitfalls
  • How to taking IRA distributions early and avoid penalties
  • Everything planners and their clients should know about rollovers – tips and traps
  • Regular, non-deductible, and Roth IRAs – limits, benefits, and rules
  • SIMPLEs and SEPs: the other kinds of IRAs
  • How to take advantage of the final minimum distribution regulations
  • Splitting an IRA into multiple IRAs for beneficiary planning and significant tax benefits
  • Comparative modeling for substantially equal payment options
  • The significant estate planning issues associated with IRAs, and the strategies and tactics for dealing with these issues, including making charitable contributions
  • Late-breaking tax legislation, regulations, and rulings