An Eight-Hour Annual Course
Robert Keebler, Instructor
Perhaps the single-most important and technical practice area in a financial advice practice, this eight-class course is devoted entirely to income, gift, and estate tax planning for IRAs and federally qualified retirement plan (QRP) accounts.
IRAs, and other federally qualified retirement plans (QRPs) are central to personal financial planning, impacting estate and income tax as well as retirement planning. Because of the perpetually changing and highly-technical nature of IRA-QRP planning, and the broad applicability of this crucial knowledge area, this course is updated annually to refresh and update professionals on the latest updates on legislation, Tax Court rulings and memos, private letter rulings, and IRS rule changes as well as legislative developments.
Robert Keebler, a leading educator of legal, tax, and financial planning professionals for three decades, comprehensively covers the most important concepts in planning for IRA and QRP accounts, including:
SECURE Act regulations
Rollover limitations and issues
Prohibited transactions and UBTI
Net Unrealized Appreciation planning
Life-insurance-funded liquidity to preserve IRAs after death
“Ghost” life expectancy and life-expectancy-based distributions
The 401(a)(9) regs on required distributions after death
Post-RBD 10-year rule
Property classification, community property, REA, and beneficiary designations
Contribution limits and penalties
Divorce, inter vivos transfers and testamentary dispositions
5-year rule, pre-RBD 10-year rule
Asset protection for “inherited” IRAs
IRAs after death
Inefficiency of IRC §691(c) deduction
Concentrated stock position planning
Charitable planning with IRAs, including CRTs
How to QTIP an IRA, including critical fiduciary accounting issues
Beneficiary designation, ERISA, and spousal consent
Roth 10-year rule
22 simple, practical examples of post-mortem distribution requirements
Minimizing taxes on IRA distributions
SEPPs and other exceptions to distribution rules
Disclaiming an inherited IRA Roth
How to use this course
What you’ll learn
Practical lessons for running your practice
What’s an eligible designated beneficiary?
Who should attend:
Custodian Call Center Advisors
Institutional Investment Plan Trustees
Institutional Investment Consultants
Investment Advisors
Financial Planners
Wealth Managers
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A since 2011. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.
Regulatory compliance and advertising review services.
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
