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Self study cpe
Best IRA Ideas in 2020

BEST IRA IDEAS IN 2020

CPE Processing Fee$20.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00790-20-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAug 28, 2020
Date OfferedAug 28, 2020
Course Description

Join Bob Keebler for his discussion of the BEST IRA IDEAS in 2020.  In this detail-packed webinar Bob will cover the following:


  • Types of IRA trusts

  • Income taxation of IRA trusts

  • How the SECURE Act affects IRAs including the 10-year rule

  • How Roth conversions work and who should convert to a Roth IRA

  • Conduit and accumulation trusts and which ones are best for your clients

  • How trusts calculate DNI and how DNI is distributed to beneficiaries

  • Roth conversions for parents leaving funds to disabled beneficiaries

  • The SECURE Act exceptions

  • Designated beneficiary multi-generational spray trusts

  • Spousal rollovers and the new spousal rollover trap

  • IRAs payable to CRTs

  • IRAs trust for state income tax savings

  • The use of life insurance to replace IRAs

  • The best protocols to analyze which solutions work for a particular client

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify different planning strategies involving IRAs and determine what factors to consider with clients when evaluating each planning strategy.

Ira2020 selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:11:00 minutes
QUESTION 2: 0:40:00 minutes
QUESTION 3: 0:55:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.
 

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About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.