|
ATTEND FREE WITH A
BLOG PACKAGE or PROFESSIONAL MEMBERSHIP BLOG CONTENT GHOST WRITTEN BY US. CALL 888-406-0088 |
Choose the blog topics
that are important to your clients from our continually updated library. Read details and a sample blog |
|
August 31, 2016: 1 - 2:40pm ET
Self Directed IRAs, Roth IRAs and Retirement Plans |
 Self directed IRAs and other retirement arrangements are becoming more and more the rage and for good reason. Fortunes are to be made and kept. Or lost. Plenty of tax and financial advisors lead both good, God-fearing and greedy clients down the path to disaster. Court cases, IRS rulings and DOL rulings are piling up as to the dos and don'ts of self directed retirement arrangements. Examples of how to be or not to be (answering Shakespeare's question) are piling up. Are self directed retirement arrangements worth the risk? Oh yes, if approached properly. But, how to not detonate the explosives? This course is for anyone desiring to learn the stunningly lucrative opportunities, compliance obligations and devastating pitfalls to avoid in the Self Directed IRA, Self Directed Roth IRA and Self Directed retirement plan contexts.Presenter, Bradley Burnett, J.D., LL.M. (Taxation), is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program. Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all 50 U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE/CLE courses. Burnett's seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte' is the candid communication of practical ideas relating to tax law. |
|
Who Should Attend
|
Learning Objectives
|
|
| Partners and Managers
Anyone desiring to learn stunning lucrative opportunities Anyone desiring to learn compliance obligations and devastating pitfalls to avoid |
Investigate the federal tax rules, planning opportunities, and compliance of various IRA plans
Understand services provided by non-fiduciary custodians and plan record keepers Learn the future of IRA checkbook control Explore the self directed features for Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Individual 401(k)s and HSAs |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Taxes Prerequisite: Update Program Level: Intermediate Advanced Preparation:None Cancel at any time for a full refund. |
|
|
Cost and Registration
(Click your membership level to register) |
|
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
|
 |
CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |