New Issues in Qualified Plans and IRAs
OL1258 | On Demand Course | Update | Self-Study
Description
Discover the latest insights and strategies shaping the world of qualified plans and Individual Retirement Accounts (IRAs) with this comprehensive course. Tailored for financial professionals seeking to stay ahead of the curve, this course provides an in-depth analysis of new issues, regulations, and emerging trends impacting retirement planning. From legislative updates to innovative plan design strategies, participants will gain practical knowledge to enhance client outcomes and navigate compliance requirements effectively.
Explore a wide range of topics, including distribution planning, fiduciary responsibilities, and emerging trends like Roth conversions and Health Savings Accounts (HSAs). With a focus on real-world application and actionable insights, this course equips attendees with the tools and strategies needed to address clients' evolving needs confidently. Stay ahead of the competition and unlock new possibilities in retirement planning. Don't miss this opportunity to elevate your expertise and drive better outcomes for your clients in qualified plans and IRAs.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 3.00 | Taxes |
Highlights
- Legislative Updates
- Plan Design Strategies
- Distribution Planning
- Compliance Requirements
- Legal and Regulatory Landscape
Objectives
- Discuss recent legislative and regulatory changes affecting qualified plans and IRAs.
- Identify plan design considerations for maximizing tax advantages and employee participation.
- List distribution planning strategies and tax-efficient withdrawal options for retirement account holders.
- Analyze fiduciary responsibilities and compliance requirements for plan sponsors and administrators.
Notes
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Prices
- Member (Early Bird)
- $130.00
- Non-Member (Early Bird)
- $180.00
- Member
- $130.00
- Non-Member
- $180.00
Instructors
Arthur J. Werner, JD, MS
Art Werner is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner's lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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