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Self-Study CPE
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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Free cpece webinars
An Introduction to Self-Directed Solo 401(k)s

AN INTRODUCTION TO SELF-DIRECTED SOLO 401(k)s

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00691-20-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course is designed for tax professionals who have one-person business owner, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize when a client might benefit from adopting a plan, gain solid background knowledge to answer their most common questions and learn about important information regarding applicable tax implications and filing requirements. As your clients’ most trusted advisor, they come to you asking for ways to reduce their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), might be one of the best, most cost-effective and tax-efficient optimization strategies available for them.

Learning Objectives:


  • Gain an understanding of the Self-Directed Solo 401(k)’s eligibility requirements, contribution limits, investment options, features and provisions.

  • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.

  • Learn the pitfalls that could result in adverse tax consequences and penalties.

  • Obtain important tax filing information and learn about the reporting requirements for the plan.

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Whitney Nash is the President and CEO of Nashional Self-Directed LLC. She is a Self-Directed Solo 401(k) retirement plan provider and educational consultant. Prior to starting Nashional Self-Directed, Whitney spent several years as a Financial Advisor working alongside her husband, who is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. This experience has given her a unique perspective and overlapping knowledgebase about retirement plans and their tax implications. Whitney provides lectures that address basic and advanced Self-Directed Solo 401(k) information and concepts at tax/accounting and real estate-related seminars and conferences.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Nashional Self-Directed LLC is a Self-Directed Solo 401(k) retirement plan provider. We assist our clients with customizing and designing their Self-Directed Solo 401(k) plan to meet their needs. This process includes upfront and ongoing guidance for our clients so that they understand the rules and administrative requirements to keep the plan in effect and in compliance, providing the annual updates required by the IRS and DOL and we can also help the account holders connect with banks and brokerage investment advisors that are familiar with these kind of trust accounts, if needed.