Advanced IRA Tax & Financial Planning - OLD

 

  TAX PLANNING FOR IRAs AND FEDERALLY QUALIFIED PLAN ACCOUNTS

AN EIGHT-CLASS ANNUAL COURSE 
1

Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class

 1 Credit
2 IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class 1 Credit
3 Class 3 1 Credit
4 Class 4 1 Credit
5 Class 5  
6 Class 6  
7 Class 7  
8 Update On IRA/FQP Legislative Changes     1 Credit
 

 

Robert Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. With three-decades as an educator of tax professionals, Bob a thought leader on personal taxation.

 

Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class

• Why retirement distribution planning is important
• What happens with no plan
• Reaching the Goal to Minimize Income Tax on Distributions and Thereby Maximize Deferral
• Which assets to draw from tfor daily living expenses
• Factors In Deciding Between Qualified And Non-Qualified Account Distributions
• Foundational Concepts on the Taxation of IRA Distributions
• Basis Apportionment Formula (IRS Form 8806)
• Distribute 100% IRA vs A Balanced Strategy
• How Much Spending Money After Taxes
• Typical Issues to Assess When Handling IRAs
• Early Distributions for IRAs & Qualified Plans
• Key Non-Tax Estate & Financial Planning Issues
• Revenue Ruling on Same-Sex Marriages
• Employee Retirement Income Security Act (ERISA)
• Guidelines Dealing with Spousal Consent- Including When Consent is Required or Not
• Ins & Outs on Longevity Annuities in Retirement Plans
• Contributions Made to an IRA & 401(k)
• Compensation Within IRA & 401(k) Tactics
• Defining who's an “Active Participant” 

 

BACK

 

Class 2 of 8   

Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act.

The long-anticipated proposed regulations require reviewing beneficiary designations and updating estate plans. This class includes:

● a review of how the new regulations are structured

● flowcharts to distill the new rules to common practical situations

● new 10-year distribution rules

● planning for a surviving spouse

● planning to capture exceptions to the new 10-year rule

● 22 practical examples to make the new rules easy to absorb

  

BACK

 

Class 3 of 8  

Class description to come.    

  •  

BACK

 

 Class 4 of 8  

Class description to come. 

 

  •  

 Update On IRA/FQP Legislative Changes, Class 8 of 8  

Legislative changes affecting IRAs and other federally qualified plans are almost always in the works.    

In 2022, the Secure Act is likely to be updated, for example.

So, as part of this course, a class is scheduled to update professionals on the latest legislative changes to IRAs and FQPs. 

 

 BACK


 

A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP
Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp
Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!
NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific