MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

Surgent's Introduction to Required Minimum Distributions

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 06/12/2025 from 10:00 am to 12:00 pm
 Mon, 09/22/2025 from 10:00 am to 12:00 pm
 Tue, 10/07/2025 from 2:00 pm to 4:00 pm
 Thu, 11/06/2025 from 1:00 pm to 3:00 pm
 Wed, 12/03/2025 from 2:00 pm to 4:00 pm
 Tue, 01/06/2026 from 9:00 am to 11:00 am
 Fri, 02/06/2026 from 2:00 pm to 4:00 pm
 Mon, 03/09/2026 from 10:00 am to 12:00 pm
 Thu, 04/09/2026 from 1:00 pm to 3:00 pm
Designed For:

Accounting and finance professionals who want to understand RMD concepts and how RMDs work

Prerequisite:

None

Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs.The course will include cases to promote understanding of the rules.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand what Required Minimum Distributions (RMDs) are, why they exist, and the accounts to which they apply
  • Recognize the important deadlines for starting and taking RMDs, including the consequences of missing an RMD deadline and how to avoid penalties
  • Calculate RMDs using IRS tables, account balances, and other impacting data
  • Recognize common scenarios where RMDs apply for IRA owners, employer plan participants, and beneficiaries.

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.