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Thursday, October 27, 2016 Live

IRA Boot Camp (E1610191)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in TX

OVERVIEW

Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex.

DESIGNED FOR

CPAs who want to learn about this key area of practice and all of the planning options available.

BENEFITS

  • Distinguish between various types of IRAs
  • Explain how Roth IRAs fit into a taxpayer's retirement and estate planning
  • Describe the basics of regular, employer-sponsored SEPs and salary-reduction SEPs
  • Discuss the basics of SIMPLE IRAs
  • Apply the general rules applicable to all rollover transactions
  • Define the vocabulary associated with the minimum distribution rules
  • Summarize the basic features and planning concepts of annuities
  • Describe the estate planning ramifications of qualified benefits
  • Utilize forms, worksheets, examples, exercises, and case studies as well as voluntary homework problems and mini-cases to enhance and enliven the learning experience and to hone retirement planning skills

HIGHLIGHTS

  • The best ways to pass an IRA on to a beneficiary and avoid the pitfalls
  • How to take IRA distributions early and avoid penalties
  • Everything planners and their clients should know about rollovers – tips and traps
  • Regular, non-deductible, and Roth IRAs – limits, benefits, and rules
  • SIMPLEs and SEPs: the other kinds of IRAs
  • How to take advantage of the final minimum distribution regulations
  • Splitting an IRA into multiple IRAs for beneficiary planning and significant tax benefits
  • Comparative modeling for substantially equal payment options
  • Planning for regular IRA and qualified plan to Roth IRA conversion rollovers and rollover recharacterizations
  • The significant estate planning issues associated with IRAs, and the strategies and tactics for dealing with these issues, including making charitable contributions
  • Late-breaking tax legislation, regulations, and rulings

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge in estate and retirement planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP Credit.

INSTRUCTOR

Charles Borek

Charles A. Borek, CPA, J.D., M.B.A.

Surgent Professional Education

Charles A. (“Chuck”) Borek, CPA, J.D., M.B.A., Chuck Borek is the founder of the Borek Group, LLC, a professional education and consulting firm located in Columbia, Maryland, where he serves as CEO and chief counsel. In addition to his professional education and consulting activities, he continues to practice tax and business law as Of Counsel to the law firm of Davis, Agnor, Rapaport, & Skalny, LLC and regularly appears before the IRS and in U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a variety of topics associated with law, accounting, and taxation. Borek served as editor-in-chief of law review and was awarded the 1993 Law Faculty Award for outstanding scholarship, leadership, and service at the University of Baltimore. After practicing law for several years in Baltimore, he was appointed associate professor of accounting and business law at Prince George’s Community College and later served as a visiting assistant professor of law at the University of Baltimore School of Law and, following the conclusion of his visitorship, he practiced public accounting as a principal in a Washington D.C.-area CPA firm for five years. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He currently holds an appointment as adjunct professor of law at American University’s Washington College of Law. Borek received his joint law degree and MBA summa cum laude from the University of Baltimore School of Law and Merrick School of Business.

PRICING

$299.00 - Member

$399.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST