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Apple2

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Cpece webinars
Covid-19 & the Cares Act: IRA & Plan Provisions, Contributions, and More

COVID-19 & THE CARES ACT: IRA & PLAN PROVISIONS, CONTRIBUTIONS, AND MORE

All proceeds for this webinar go to charity
Cost $30.00
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-00744-20-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This presentation explains some of the retirement accounts related provisions that have been made for individuals adversely affected by COVID-19. This includes the technical, compliance, and operational requirements that apply.

Learning Objectives:


  • Waiver for certain 2019 RMDs not taken in 2019

  • Rollovers of 2020 RMDs That Are No Longer RMDs

  • One Year Extension for Beneficiaries Subject to the 5-Year Rule

  • Coronavirus-related Distributions- Waivers and Extended Deadlines

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Apple2

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals. She has over 20 years of experience in the retirement plans field, including providing training and technical consultation to financial, tax, and legal professionals.

Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors, which are available at http://irapublications.com.

Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three published by Aspen Publishers; and The Adviser's Guide to Retirement Plans for Small Businesses, published by AICPA.

Denise has provided training, including CE approved courses, on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits and has earned five professional designations in the field of retirement account rules and regulations.

Denise is also the creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. She has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows; during which she shared her insights on retirement tax laws, and has been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street, and other financial publications.

Additional Materials
Handout with multiple slides per page for notes
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

Apple2
Appleby Retirement Consulting Inc. provides a wide range of retirement products and services to financial, tax, and legal professionals. Our primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.