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


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   4.3
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Faculty:
Bradley Burnett, J.D., LL.M.
Course Levels:
Intermediate
Duration:
8 Hours
License:
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Description

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 July 2018, the course takes a fresh look at the tax and asset protection aspects of individual retirement accounts under the Tax Cuts Jobs Act and recent important court decisions.

 

**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 leighanne.conroy@acpen.com.

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

Faculty

Bradley Burnett, J.D., LL.M. Related seminars and products: 18


Bradley Burnett, J.D., LL.M. (Taxation), is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns.

Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.

Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses.

Bradley served 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 teaching the IRS Practice and Procedure topic.  He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9.  Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences.

Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.


Dates

Wed, Feb 05, 2020 - 08:00a to 04:00p CST
Tue, Feb 11, 2020 - 12:00p to 08:00p CST
Mon, Mar 02, 2020 - 08:00a to 04:00p CST
Thu, Mar 12, 2020 - 12:00p to 08:00p CDT
Sat, Apr 11, 2020 - 08:00a to 04:00p CDT
Thu, Apr 23, 2020 - 12:00p to 08:00p CDT
Mon, May 04, 2020 - 08:00a to 04:00p CDT
Tue, May 12, 2020 - 12:00p to 08:00p CDT
Tue, Jun 02, 2020 - 08:00a to 04:00p CDT
Sat, Jun 20, 2020 - 12:00p to 08:00p CDT
Fri, Jul 03, 2020 - 08:00a to 04:00p CDT
Thu, Jul 23, 2020 - 12:00p to 08:00p CDT
Thu, Aug 06, 2020 - 08:00a to 04:00p CDT
Thu, Aug 13, 2020 - 12:00p to 08:00p CDT
Fri, Sep 04, 2020 - 08:00a to 04:00p CDT
Thu, Sep 17, 2020 - 12:00p to 08:00p CDT
Wed, Oct 14, 2020 - 08:00a to 04:00p CDT
Thu, Oct 22, 2020 - 12:00p to 08:00p CDT
Thu, Nov 05, 2020 - 08:00a to 04:00p CST
Tue, Nov 17, 2020 - 12:00p to 08:00p CST
Mon, Dec 07, 2020 - 08:00a to 04:00p CST
Tue, Dec 22, 2020 - 12:00p to 08:00p CST

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 07/20/2018
Yellow Book No
Course Developer Bradley Burnett Tax Seminars, Ltd.
Date Added to Catalog 07/18/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org


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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
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Overall:      4.3

Total Reviews: 44

Comments

David N - Charlotte, North Carolina

"Great experience."

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