What Does Tax Reform Mean for Retirement Planning with IRAs of all Stripes?
This two-hour CPE webinar led by experienced instructor and practitioner Bradley Burnett, J.D., LLM. is for anyone desiring to brush up on and deepen their knowledge of IRAs and Roth IRAs and learn the stunningly lucrative opportunities, compliance obligations and devastating pitfalls to avoid. Now more than ever your clients are looking to you for solid advice in changing times.
What About Self-Directed IRAs?
Additionally, the webinar will dedicate a portion of the day to self-directed IRAs. Self-directed IRAs and other retirement arrangements are becoming more and more the rage and for good reason. Fortunes are to be made and kept. Or lost. Examples of how to be or not to be (answering Shakespeare’s question) are piling up. Are self-directed IRAs worth the risk? Oh yes, if approached properly. But, how to not detonate the explosives?
Does Tax Reform under the Tax Cuts and Jobs Act Change Anything?
This full-day program will also review the impact of the Tax Cuts and Jobs Act of 2017 on retirement planning with IRAs, Roth IRAs and self-directed IRAs. Mr. Burnett will go over the latest developments, planning steps to take now, and a look at how to best advise your clients during these changing times.
Who Should AttendAll CPAs, EAs, tax professionals, financial planners, and those who are charged with development retirement plans for clients.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (8 hours)
Program PrerequisitesBasic understanding of federal income taxation concepts and tax-advantaged retirement savings plans.