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Live Webcast Replay

IRAs and Roth IRAs - Pots of Gold at the End of the Rainbow

Total Credits: 8 including 8 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Bradley Burnett, J.D., LL.M.
Course Levels:
8 Hours
Access for 30 day(s) after program date.



Systematic saving and intelligent use of tax breaks is critical to being able to retire at all and retire well. This course locks down on building a future to count on. Updated in August of 2020, the course takes a fresh look at the tax and asset protection aspects of individual retirement accounts under the Tax Cuts Jobs Act, recent important court decisions, as well as the SECURE Act.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • Learn IRA income and estate tax planning best maneuvers
  • Investigate available asset protection features of IRAs and how to keep them
  • Understand foundational requirements, operational boundaries, opportunities and pitfalls of both conventional and self directed IRAs and Roth IRAs
  • Explore what is possible and how to avoid what can go horribly wrong with self directed IRAs

Major Subjects
  • Deductible, nondeductible, spousal, conduit, traditional and Roth IRAs
  • Qualification requirements, investment restrictions and constructive receipt
  • Income tax reporting and disclosure rules and income tax withholding requirements
  • Early distribution penalties and how to avoid them
  • Conversion from traditional to Roth IRA, recharacterization and reconversion
  • New restrictions on recharachterization – How to not get hurt
  • Rollovers, trustee to trustee transfers to/from IRAs, qualified plans and decedents
  • Forced distributions (RMDs) at retirement and after death
  • Estate planning: Optimal beneficiary designations, avoiding IRD problems, funding marital bequests, special Roth features, charitable giving and estate liquidity
  • Proving basis in a nondeductible traditional or Roth IRA – What to do if you can’t
  • Taking the mystery out of prohibited transactions and preventing them
  • Taking the mystery out of prohibited transactions and preventing them
  • Self directed IRAs do’s, don'ts, upside, treachery – Oh, how sweet they can be

Course Materials


Bradley Burnett, J.D., LL.M. Related seminars and products

Bradley Burnett practices tax law in Colorado. After undergraduate (Business Administration/Accounting) school and law (J.D.) school, he earned a Master of Laws in Taxation (LL.M.) from the University of Denver School of Law Graduate Tax Program. After stints at national and local accounting firms and a medium sized Denver law firm, he established his own law firm in 1990, He has delivered more than 3,300 presentations on tax law to CPAs, attorneys, EAs and others throughout all fifty U.S. states, Washington, D.C. and seven countries. Bradley served four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He authors and teaches tax materials for Commerce Clearing House (CCH), has received the Illinois Society of CPAs Instructor Excellence Award and five times has been the most requested, top-rated presenter at annual state CPA tax institutes. His seminar style is briskly paced delivery of practical insights with humor. 


Tue, May 11, 2021 - 09:00am to 04:35pm CDT
Wed, May 26, 2021 - 09:00am to 04:35pm CDT
Tue, Jun 15, 2021 - 09:00am to 04:35pm CDT
Mon, Jun 28, 2021 - 09:00am to 04:35pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs and other interested persons who: wish to grasp IRA and retirement planning; engage in income and estate tax planning; prepare tax returns; and wish to personally retire from work before they die
Original Recording Date 08/19/2020
Yellow Book No
Course Developer Bradley Burnett Tax Seminars, Ltd.
Date Added to Catalog 08/17/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method Group Internet Based
Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.3

Total Reviews: 129


Joe H

"I especially liked the discussion of estate planning aspects of IRA's. Also, the discussion of the pitfalls of self-directed IRA's was a real eye opener."

Ailei W

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Katie S

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Timothy P

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Bridgette W

"Very good at keeping the viewer entertained and provided a lot of great examples to help the audience understand the material."

Norman S - x, Washington

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William C

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Pamela G

"Mr. Burnett was very good at explaining."

Mary H

"Thank you for updating with the SECURE Act."

Demont ep Mailly M

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