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Taxation of Distributions from Retirement Plans (4091430B)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

There is a significant risk that clients can lose as much as 75 percent of retirement plan assets--especially during these uncertain times. Improper beneficiary choices and fault distribution calculations can result in penalties or unnecessary taxes. Go beyond mere calculations and learn how to really assist your clients with their retirement planning.

Course materials contain the final regulations governing plan distributions and copies of all pertinent IRS forms. This course will provide you with the necessary tools to better serve clients who are about to retire or begin IRA withdrawals.

Date:Wednesday, November 11, 2009
Time:8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:Doubletree Hotel Sonoma Wine Country, Rohnert Park
Area:Marin/Sonoma County
CPE Credit:3.0 CTEC California Hours
5.0 CTEC Federal Hours
6.5 Estate Plan/Trust
6.5 MCLE (Min Cont Legal Educ)
8.0 CFP-Retirement Planning
Instructor: Mary Kay A. Foss , CPA
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Intermediate
Fee:$315 CalCPA Members, $415 Nonmembers
Coupon Fee:$0
VP Fee:$0

Objectives:
  • Recognize issues and apply the regulations to distribution alternatives.
  • Understand penalty taxes and how to avoid them.
  • Calculate distributions required during lifetime.
  • Understand penalty taxes and how to avoid them.
  • Calculate distributions required during lifetime.
  • Understand how death of owner or beneficiary affects distributions.
  • Learn the pros and cons of various beneficiary choices to assist your client in selecting the best ones.
    •

    Major Topics:
  • Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans
  • Law, regulations and IRS audit and rulings posture concerning plan distributions
  • Strategies for distributions before age 59-1/2Integration of estate planning with distribution decisions
  • Surviving spouse opportunities and dilemmas
  • Roth IRA--Is it the right choice?
    •

    Designed for:
    CPAs who have clients with large plan accumulations, an aging client base or are contemplating retirement as well as financial planners, attorneys and investment advisers who offer advice on retirement and estate planning issues.

    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:

    To ensure that CFP credit is properly recorded with the CFP Board of Standards, please update your personal profile and provide your CFP number.


     
     
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