Mary Kay Foss, CPA

Webcast - 2 Credits - Taxes

Explore the intricacies of Form 1099-R and its significance in reporting retirement distributions from qualified plans or IRAs. This course delves into understanding the information you’ll need to correctly report retirement income, how different distributions like rollovers, net unrealized appreciation (NUA), and qualified charitable distributions (QCDs) are handled, and the implications of various distribution codes.

Alice Orzechowski, CPA

Webcast - 2 Credits - Taxes

With a surge in clients gravitating towards revocable living trusts, it's essential to understand their complete life cycle. This comprehensive analysis covers everything from a trust’s inception to dissolution. Navigate complex tax implications and discover real-world scenarios that shed light on operational issues and decision-making processes, enabling you to help clients make informed choices throughout their financial journey.

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Webcast - 1 Credits - Taxes

IRA owners and participants in 401(k), 403(b), and Governmental 457(b) plans (account owners) must take annual required minimum distributions (RMD) beginning the year they reach their applicable RMD age. Failure to take RMDs will result in the account owner owing the IRS and excise tax of 25% of the RMD shortfall. The RMD calculation formula, the RMD aggregation rules, and the prohibition of rollovers of RMDs are just a few of the rules and regulations that complicate the RMD process. Interested parties must understand these and other compliance requirements that apply to RMDs to ensure that penalties are avoided.

This webinar presents an overview of the RMD rules for account owners. It provides tips on avoiding pitfalls and implementing tax efficient RMD strategies.

Mary Kay Foss, CPA

Webcast - 4 Credits - Taxes

This online CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances.

Steven M. Bragg, CPA

Self-Study - 8 Credits - Specialized Knowledge

In the dynamic field of wealth management, knowledge is power. The Wealth Management self-study CPE course is meticulously designed to empower tax, accounting, and finance professionals with the tools and insights needed to excel in wealth accumulation and preservation. Beyond just listing investment types, this course delves into the practical application of wealth management principles, covering everything from the efficient market hypothesis to the specifics of tax-loss harvesting. Participants will benefit from learning how to conduct liquidity analyses, adjust financial plans under various scenarios, and select the ideal financial planner. By the end of this CPE course, you’ll have a robust understanding of how to leverage different investment vehicles, understand the nuances of the stock exchange and mutual funds, and apply best practices in bond purchasing and fund investments. This comprehensive approach ensures that professionals can not only enhance their own financial acumen but also provide superior advice to their clients.