Back to Search

Retirement Penalties and Rollover Issues Webinar

CPE

When
Jan. 14
5:30 - 7:20 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $75 | Nonmember: $101


 More Information

Course No.
4203497F
Level
Basic
Prerequisites
None.
Note
None

Description

Recall exceptions from the 10% penalty for early distributions from retirement plans, IRAs and annuities.Consider the far reach of the once per year rollover rule and what circumstances have fatal consequences.Recognize the retirement plan information are furnished to IRS annually and what is not.Determine how to prepare Form 5329 and start the statute of limitations on penalties.

Highlights

Early distribution penalties and 60-day rollover failures are prevalent issues that tax preparers must handle despite the size of the firm or the wealth of your clients. There are penalty exceptions and waivers; but some issues have no possible resolution.Note: This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options.


Speaker(s)


You May Also Like

The Psychology of Money & Wellness (Personal Financial Planning Conference)
Self-Study
Earn CPE anywhere! Hear Maggie Baker speak about the following: Define and describe six different money types Create awareness as to how childhood family and peer ...
Personal Financial Planning Retirement Planning Certificate
Self-Study
Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses: The retirement planning process Governmental and employer retirement plans Personal retirement investments, income, and expenses ...
Practical Applications of Personal Financial Planning Certificate
Self-Study
Learn to navigate the regulatory environment, understand personal financial planning standards, use fundamental concepts in a systematic planning process, and use your technical knowledge for the benefit of your clients. ...