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Submitted URL:
https://10les.trk.elasticemail.com/tracking/click?d=2fSdFVf_FaeJNJVfHKMoRJB7WU2fDdr2VS-Zd9a5W-0y-NQgj8AHPgT46W2WKGAS5-LacXiz0_bYMqS...
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https://my-cpe.com/certificate-courses/certified-estate-planning-specialists-for-iras
Submission: On August 30 via api (August 30th 2022, 11:46:53 am UTC) from CH — Scanned from FR

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CERTIFIED ESTATE PLANNING SPECIALISTS FOR IRA (EPIRA)

Make the most of your Retirement Savings through estate planning

 * Master critical fundamentals concepts of Financial and Estate Planning for
   IRAs
 * Premier training for professionals looking to gain confidence, and increase
   accuracy
 * New estate and estate tax planning strategies in light of changes to IRA
 * Minimize risk and be an asset to your department

Get Unlimited Access @$299/Year View Sample Certificate



KEY HIGHLIGHTS

Get extensive insights on core areas of Estate Planning for IRAs

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

 * Course Overview
 * Why?
 * Course Modules
   
 * FAQs


WHAT YOU’LL LEARN

Roth IRAs are not only a great way to plan and save for retirement, but they're
also a sound estate planning strategy. Coupled with various strategies, it can
provide great benefits to build wealth and legacy in some cases. This
certification can help you explore technical aspects of such strategies.

GET DEEPER UNDERSTANDING OF:

 * Fundamental estate planning concepts for IRAs

 * Foundational contribution tax concepts

 * Valuation adjustments and various estate tax deductions

 * Hedging Roth IRAs with Insurance

 * The consequences failing to update the beneficiary designation form after a
   death or divorce

RECOMMENDED FOR:

 * CPAs, CMA, PFS, and other retirement planning professionals with less than
   three years of estate planning experience.

 * For an Advisor who helps their clients with Financial and Estate Planning to
   advise their clients in the most beneficial manner.

 * Professionals Interested in beginning it’s career which will have work
   involved around Financial and Estate Planning.


WHY BECOME A CERTIFIED ESTATE PLANNING SPECIALIST WITH MYCPE ?

RESOURCES INCLUDED

 * Handout PDFs for every Module
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CAREER OPPORTUNITIES

 * Wealth and Estate Planner
 * Financial Advisor
 * Retirement Planner
 * Retirement Specialist
 * Retirement Counselor
 * Retirement Management Analyst

VALUE ADDITION TO YOUR SKILLS

 * Financial Analysis
 * Financial Planning
 * Analytical Thinking
 * Advisory skills
 * Wealth Planning
 * Estate Planning


MODULE

Module Name

Duration

INTRODUCTION TO FINANCIAL & ESTATE PLANNING FOR IRAS

3 HOURS



 * To discuss the foundational contribution tax concepts
   
 * To summarize the IRA penalties on early distributions, excess contributions &
   excess accumulations
 * To explore the basics of prohibited transactions and unrelated business
   taxable income (UBTI)

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP

INTRODUCTION TO THE ESTATE TAX

3 HOURS



 * To prepare a decedent’s final income tax return
   
 * To discuss fiduciary accounting and how it relates to the Form 1041
 * To explore various estate tax deductions and valuation adjustments

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP

ESTATE PLANNING FOR IRAS PAYABLE TO TRUSTS AFTER THE SECURE ACT

2 HOURS



 * To identify the new changes relating to IRAs and employer plans.
   
 * To recognize the new and extended income tax provisions enacted as part of
   this new legislation
 * To recognize Income Tax Planning when IRAs are Paid to Trusts and how to
   Pass-Out Taxable Income to the Beneficiaries

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP

THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT

1.5 HOURS



 * To understand the new changes relating to IRAs and employer plans
   
 * To understand the Income and Estate Tax-Free Benefits of IRA relocation
 * To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and
   IRA Trust Planning

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP

TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2020 AFTER THE SECURE ACT (LATEST
UPDATE)

2 HOURS



 * Low value Roth conversions
   
 * Roth conversions equal to the forgiven RMD
 * Tax-sensitive withdrawal strategies and many more

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP

RETIREMENT PLAN BENEFICIARY DISASTERS AND HOW TO AVOID & FIX THEM

1.5 HOURS



 * To identify the consequences failing to update the beneficiary designation
   form after a death or divorce
   
 * To recognize effects of naming the estate as beneficiary
 * To recall the consequences of incorrect titling of an inherited IRA

INSTRUCTOR

ROBERT KEEBLER

Partner , Keebler & Associates LLP


INSTRUCTORS

ROBERT KEEBLER

Partner, Keebler & Associates LLP

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with
Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate
Planning Conference. In 2007 he was inducted into the Estate Planning Hall of
Fame of National Association of Estate Planners & Councils. He has also been
named by CPA Magazine as one of the Top 100 Most Influential Practitioners in
the United States and one of the Top 40 Tax Advisors to Know During a Recession.
His practice includes family wealth transfer and preservation planning,
charitable giving, retirement distribution planning, and estate administration.
Mr. Keebler frequently represents clients before the National Office of the
Internal Revenue Service (IRS) in the private letter ruling process and in
estate, gift and income tax examinations and appeals, and he has received more
than 200 favorable private letter rulings including several key rulings of
“first impression”. He is the author of over 100 articles and columns and is the
editor, author or co-author of many books and treatises on wealth transfer and
taxation. Mr. Keebler has been a speaker at national estate planning and tax
seminars for over 20 years including the AICPA’s: Estate Planning, High Income,
Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The
Notre Dame Estate Planning Conference and the Heckerling Estate Planning
Institute.


More...


FREQUENTLY ASKED QUESTIONS


WHAT TOPICS DOES THIS CERTIFICATE COURSE WILL COVER?

This certificate course will be covering basic understanding of Estate Tax,
foundational contribution tax concepts, understanding the new amendments
relating to IRAs and employer plans, identify various law value Roth
conversions, changes affecting IRAs and employer plans and how to avoid
retirement plan beneficiary disasters.



HOW THIS ESTATE PLANNING CERTIFICATE COURSE WILL BE USEFUL TO ME?

By completing this certificate course, you and your firm will be able to
distinguish from the    competition prevailing in the market. You will able to
provide a professional service of a higher standard which will help your client
serve better.


WHAT TYPE OF STUDY MATERIALS DO YOU PROVIDE IN THIS CERTIFICATE COURSE?

Certificate course is created by a qualified and experienced instructor(s).
myCPE Certificate Courses includes Self-study Courses. Most of the courses are
in the form of On-demand Videos. The Self-study Video courses in Certificate
courses may be Live recorded presentations converted into Self Study (On-Demand
Videos).


WHAT HAPPENS IF I FAIL THE EXAM?

You can take your time and attend the course at your own pace. You can take exam
unlimited time. So, don’t worry, if you are not able to pass an exam. You will
be getting a chance to attend the exam again.


HOW CAN I PROVE MY STUDY HOURS?

After completion of each course of this certificate course, you will be able to
download a certificate with the course title and number of hours. Certificates,
as well as your study records, are stored for life and you can access them
anytime. Certificates are valid proof for your continuing education credits and
you can also add it as an additional designation.


HOW CAN I ACCESS THE COURSE?

Once you register you will have complete access to all the courses of this
certificate course. The self-study format allows you to access the material
online 24x7 and study at your own pace.


WHAT IS THE VALIDITY OF A SELF STUDY COURSE?

As per NASBA guidelines, you have one year from date of purchase of your
certificate to complete each program. After completion of each course, you can
attend final exam any time and get CPE Credit instantly. You can retake the exam
multiple times without any additional charges.


WHAT'S THE MINIMUM SCORE REQUIRED TO GET CERTIFICATE?

Course have minimum passing score of 70% in the final exam and you can take
multiple attempts of the said exam.


HOW DO I PROVE THAT I HAVE VIEWED A VIDEO? HOW DO YOU TRACK THAT?

Our video player tracks & stores the watch time and will show you in the
progress bar. But you make sure that you don’t fast forward or manually try to
move the progress bar. If you have fast forwarded the video or tried to manually
move the progress bar of the video. System wouldn’t capture your watch time. So
please, let the video go on its own. However, being on-demand video you can
pause and play and whenever you want and you can watch it in pieces. It will
pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the
bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions,
the Final Quiz will open up. You need to score more than 70% in the Final Quiz
to avail your CPE credit. Multiple attempts are allowed for submitting Review
and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be
able to download the credit certificate from the ‘My Certificates’ section.
Kindly ensure you have allowed Multiple File download from your web browser to
download all certificates.
5. You can download individual certificate from your "Account" as well as from
this page once you complete a particular courses. Also, you can download
"Consolidated Certificate" from the package page or from your account.



I CAN NOT ACCESS FINAL QUIZ OF MY SELF-STUDY COURSE. WHAT SHOULD I DO?

A Self-study course is a recorded video (If it’s a recording of a live course
you may see polling questions appearing on the screen. You do not need to answer
the polling questions and just let the video play). Do not fast forward. If you
fast forward, we may not be able to capture your watch time and you may be
required to watch it multiple times. In order to avail your credits for the
self-study course, you need to answer the review questions correctly and
complete the entire video. Once you have done that, the Final Quiz will open up
in which you need to score a minimum 70% to qualify for the credit. You can
attempt multiple times for answering the review questions and Final quiz
questions. Once you have completed the Review and Final quiz questions, you
shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com
or contact our support team through live chat support.


HOW LONG DOES IT TAKE TO RECEIVE AN EVALUATION FORM?

The evaluation form will be sent to attendees in the next 24 hours after passing
the final quiz with at least 70% marks. Kindly note that the evaluation form
will only be available to attendees who remained logged in till the end of the
course and answered all the polling questions.


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not be granted any refund unless you are not able to access courses for any
reason etc.


ABOUT 1CREDIT =1 MEAL?

"For some, Continuous Education is a compliance that helps them to renew their
licenses. For some, it’s a worthwhile learning experience that keeps them and
their firm up-to-date by taking valuable insights from continuing education
courses / courses. At myCPE, we believe in providing quality continuing
education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform
has launched a path-breaking social initiative “1 Credit = 1 Meal” under which
we donate one meal to an underprivileged for each credit earned by a
professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."

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