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Retirement Distributions: Planning Options 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 08/14/2025 from 9:00 am to 4:30 pm
 Thu, 08/14/2025 from 11:00 am to 6:30 pm
 Thu, 10/30/2025 from 9:00 am to 4:30 pm
 Thu, 10/30/2025 from 11:00 am to 6:30 pm
 Tue, 12/16/2025 from 9:00 am to 4:30 pm
 Tue, 12/16/2025 from 11:00 am to 6:30 pm
 Thu, 01/08/2026 from 9:00 am to 4:30 pm
 Thu, 01/08/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, tax professionals, financial planners, attorneys and investment advisers.

Prerequisite:

Experience in individual tax preparation and planning and general knowledge of retirement plans.

Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations are not effective until 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects self-employeds and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Recognize key income and penalty tax issues in connection with retirement distributions
  • Determine how the death of an account owner or beneficiary affects distribution calculations
  • Identify the pros and cons of various beneficiary choices to assist your client in selecting the best options

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.