New Issues in Qualified Plans and IRAs WEBCAST

Overview

This comprehensive course explores the latest developments and emerging trends in qualified plans and Individual Retirement Accounts (IRAs). This course provides an in-depth analysis of new issues, regulations, and strategies affecting qualified plans and IRAs. Course participants will delve into a wide range of topics, including legislative updates, tax law changes, fiduciary responsibilities, plan design considerations, distribution planning, and compliance requirements.

Highlights

Legislative updates, plan design considerations. Distribution planning. Compliance and reporting. Legal and regulatory landscape. Emerging trends and strategies.

Prerequisites

None.

Designed For

CPAs, EAs, attorneys, finance professionals, and financial planners.

Objectives

Discuss the latest legislative and regulatory changes impacting qualified plans and IRAs. Identify the key differences between various types of qualified plans and IRAs and their suitability for different client scenarios. Identify plan design considerations to maximize tax advantages and employee participation. Discuss fiduciary responsibilities and compliance requirements for plan sponsors and administrators. List distribution planning strategies and tax-efficient withdrawal options for retirement account holders. Discuss the impact of recent court cases and legal rulings on qualified plans and IRAs. Discuss emerging trends and innovative approaches in retirement planning, including Roth conversions, HSAs, and self-directed IRAs.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania. 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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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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