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Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)

Retirement plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences. This presentation will review foundational concepts, describe some common disasters, and provide solutions to some of the disasters you were not there to help the client avoid. Specifically, Bob will cover the following:

  • Failing to update the beneficiary designation form after a death or divorce
  • Failing to provide for a spouse
  • Failing to name a beneficiary 
  • Failing to name contingent beneficiaries
  • Naming the estate as beneficiary
  • Naming a non-qualified trust as the beneficiary
  • Naming a potential spendthrift as beneficiary
  • Naming an older relative as the primary beneficiary
  • Naming a trust with older relatives who are primary beneficiaries
  • Incorrect titling of an inherited IRA
  • Rolling-over an inherited IRA into a personal IRA
  • Failing to qualify for the charitable contribution income tax deduction

About this event:

This is a complimentary webcast—no charge.

Continuing Education Credit is available:

1.0 CLE Pending: AK, AZ, AR, CA, IL, KS, ME, MO, NJ, NY, OH, OK, PA, TX, VT

1.0 CFP Pending

1.0 CPE (Taxes). NASBA Delivery Method: Group-Internet-Based. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are based on a 50-minute hour. NASBA - Sponsor# 108255; and TX Board Public Accountancy- Provider# 9610. CPAs, please self-report to your state board of accountancy. 1.0 CFP credit pending (National CFP Board)

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 11/21/2019

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818.

WealthCounsel LLC 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


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