TaxSpeaker Complete Retirement Guide, Frederick, MD

TaxSpeaker Complete Retirement Guide, Frederick, MD
May 26, 2021
08:00 AM - 04:15 PM
Clarion Inn Frederick Event Center
72 SPACES LEFT
$280 Members
$340 Non-Members

EVENT DESCRIPTION

From 401k’s to IRAs this course covers the latest implementation, compliance and planning tools available for tax advisors as a result of the CARES Act and Congressional action. It also includes discussion of distribution requirements, rollover rules, planning strategies, contribution limits and penalty situations.

All forms of IRAs are explained, followed by discussion of SEP-IRA and SIMPLE-IRA rules; then moving to defined contribution plans with heavy emphasis on 401-k plans and alternatives. An overview of defined benefit plans options is provided and accompanies dozens of useful summary charts and side-by-side comparisons of plans, compliance and alternatives. Combining a useful review of the rules with hands-on guidance and planning tools, we find this course to be one of those rare classes that is as useful for the beginner as it is for the experienced practitioner. It concludes with a short Social Security summary for reference purposes as the most useful and up-to-date retirement class available in 2021!

EVENT OBJECTIVE

Business Pension Plans-Upon completion of this course, you will be able to:
1. Identify the five rules for withdrawals from qualified plans
2. Determine how to handle qualified domestic relations order distributions
3. Define Money Purchase Plan
4. Identify the characteristics of Profit-Sharing Plans
5. Define SEP
6. Identify the properties of SIMPLE plans
7. Determine who would benefit from SIMPLE plans

IRAs Roth’s & Conversions-Upon completion of this course you will be able to:
1. Determine how an IRA may be invested
2. Identify the differences between different retirement accounts
3. Determine what is involved in making withdrawals from Roth IRAs
4. Determine where to report rollovers

Retirement Distributions-Upon completion of this course, you will be able to: 1. Identify the five rules for withdrawals from qualified plans 2. Determine how to handle qualified domestic relations order distributions 3. Determine when taxpayers may make withdrawals from IRAs without paying a penalty 4. Define stretch IRA

EVENT DETAILS

Company:
TaxSpeaker

Number of Hours:
8 (Recommended)

Prerequisite:
Knowledge of Tax Rules and Regulations

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group-Live

Number Of Days:
1

Food Included:
Continental Breakfast, Beverages, Lunch

Seminar Number:
2722

Early Cut Off Date:
05/19/2021

Phone:
301-694-7500

Venue:
Clarion Inn Frederick Event Center 5400 Holiday Drive Frederick , MD 21703

Accommodations:
Same As Above ,
Weekday Rate: $109

Recommended For:
CPA (8), EA (8), Maryland Preparer (8)

Approved By:
NASBA, IRS, State of Maryland