IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class

Free Resources For Tax And Financial Professionals

Earn The 12-Credit Financial Counseling Certificate On-Demand

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Robert Keebler
Thursday, July 21, 2022 4PM EST
CFP® Live CPA IWI IRS EA
Program Id: 391378091

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

 

 
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.
 

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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