2020 Tax Update and Review Conference Lesson 5 - Pension, IRA & Qualified Live Webcast - 2 Hours CPE

Regular price $ 79.00

Learning Objectives: Lesson number five of our 2020 Tax Update and Review Conference Virtual Conference series. This lesson will deal with many changes made by the SECURE Act for all future years and the special provisions of the CARES Act. Lesson includes pensions & annuities, annuity tables (including the new RMD table), lump sum distributions, rollovers, 2020 coronavirus distributions, self-certifying a late rollover, traditional IRA, Roth IRA, backdoor Roth IRA, Roth conversions, qualified Roth contribution plans, early withdrawal exceptions, self-employed retirement plans, form 5500 filing requirements, SEP plans, 401(k) plans, Sec 403(b) tax-sheltered annuities, required minimum distributions (RMDs), 2020 RMD waiver, solo 401(k) plans,  Sec 457 government Plans. Sec 408(p) simple plans, qualified charitable distributions (QCD) and health savings accounts.

Conference Schedule:  The Schedule Restarts Every Tuesday and Thursday between October 21, 2020 and January 21, 2020. We offer the webcast in both Pacific and Eastern time based on the scheduled times listed below.  

Tuesday (Pacific Time)
8 AM - 9:40 AM PT

Thursday (Eastern Time)
8 AM - 9:40 AM ET 

After you place your order, you will need to schedule your webcast separately and select your session time. After the webcast is scheduled, you will receive a reminder email for your specific scheduled time. Please make sure you save the event on your calendar. In addition, please add your cell number when you register since we will text you a reminder as well before the event. The lesson will last about 2 hours.

CPE Hours: Federal Update = 2 CPE Credits / Total = 2 CPE Credits

Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs

Field of Study: Federal Tax Update

Publication Date: 11/02/2020 

Instructional Delivery Method: Group Internet-Based

Level: Intermediate

Prerequisites: None

Advanced Preparation: No Advanced Preparation Required

Speakers:  Lee Reams Sr., BSME, EA and Arthur Werner, J.D., M.S. 

Webinar Material: A copy of the PDF is available for download in Additional References tab. 

Refund Policy: Refunds will be granted only if requested at least ten days before the virtual conference begins; 10% of the fee will be withheld from all refunds. Cancellations within 10 business days of the conference date can only be credited to your account for a future seminar date. No exceptions. Sorry, no recording permitted. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-384-1101. We reserve the right to change or alter locations and schedules. 

Certified Public Accountants: ClientWhys 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.

ClientWhys is an approved provider for IRS, NASBA QAS, CTEC and the Oregon Tax Preparer Board providing continuing education for CPAs, EAs, IRS and CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.