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Who should attend IRA Planning: Strategies For Transferring And Preserving Wealth
This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors
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IRA Planning: Strategies For Transferring And Preserving Wealth  

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This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors

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Seminar Summary:

This highly informative, one-day program will enhance your knowledge and understanding of IRAs and equip you with the most current and practical information you need to help your clients realize their financial objectives. (see full course description)

 
 

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print the agenda print agenda for the IRA Planning: Strategies For Transferring And Preserving Wealth seminar

 

 

Training Course Syllabus:


This seminar is designed for CPAs, attorneys, financial planners, consultants and financial advisors.

This highly informative, one-day program will enhance your knowledge and understanding of IRAs and equip you with the most current and practical information you need to help your clients realize their financial objectives. Specifically, discussions will highlight:

• Income Taxation Of IRAs

• Estate Taxation Of IRAs

• Mediation Issues

• Planning For The Roth IRA

• Education Planning

• Leaving Benefits To The Surviving Spouse

• Funding Of Credit Shelter Trusts With IRAs

• Charities As Direct Or Indirect Beneficiaries Of IRAs

8:30 a.m. - 10:00 a.m.

I. Income Taxation Of IRAs, Including The New Minimum Required

Distribution Rules

II. The Estate Taxation Of IRAs, Including Income In Respect Of Decedent

Issues And The Income Tax Deduction For Estate Taxes Paid On IRD

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 12:00 p.m.

III. Mediation Issues

12:00 p.m. - 12:15 p.m.

IV. Questions And Answers

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 1:45 p.m.

V. Planning For The Roth IRA

A. Advantages

B. Mechanical Requirements

C. Distribution Rules

D. Factors To Consider

1:45 p.m. - 2:20 p.m.

VI. Education Planning

A. Section 529 Plan

B. Education IRA

2:20 p.m. - 2:30 p.m.

Break

2:30 p.m. - 3:15 p.m.

VII. Advantages And Disadvantages Of Leaving Benefits To The Surviving

Spouse, Including Spousal Rollovers And Other Alternatives

3:15 p.m. - 3:45 p.m.

VIII. Funding Credit Shelter Trusts With IRAS When Death Occurs Before And

After The Required Beginning Date, The Impact Of The New Minimum

Required Distribution Rules, And The Use Of Disclaimers

3:45 p.m. - 4:15 p.m

IX. Charities As Direct Or Indirect Beneficiaries Of IRAs

4:15 p.m. - 4:30 p.m.

X. Questions And Answers

Seminar Summary:

This highly informative, one-day program will enhance your knowledge and understanding of IRAs and equip you with the most current and practical information you need to help your clients realize their financial objectives. (see full course description)

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