IRA Planning Strategies: The IRA Beneficiary Trust
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- 3
- Categories:
- Partner Produced
- Faculty:
- Kal Goren
- Course Levels:
- Overview
- Duration:
- 1 Hour
- License:
Description
An IRA Beneficiary Trust (sometimes known as a Standalone Beneficiary Trust, Retirement Plan Beneficiary Trust, IRA Trust, or IRA Inheritance Trust) offers significant wealth accumulation opportunities as well as multi-generational income tax planning and asset protection benefits for beneficiaries. Join in to learn about this IRA planning strategy, who is the best client for this type of trust, the benefits and updates from important case law.
Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Learning Objectives*Learn how to properly use this IRA planning strategy and for which clients it best serves
Major Subjects
*Overview of IRA Beneficiary Trusts
*The benefits of these trusts
*The Dramatic Impact of the U.S. Supreme Court's Decision in Clark vs. Rameker
*The Power of Stretchout
*Frequently Asked Questions
Course Materials
| IRS Beneficiary Trusts Handout (1.09 MB) | Available after Purchase | ||
| 2015 CPE Credit Information (0.06 MB) | Available after Purchase | ||
| IRS CE Credit Request form (0.14 MB) | Available after Purchase | ||
Faculty
Kal Goren Related Seminars and Products
Kal is an expert in employee benefits, specifically the design, implementation and overseeing of the administration of tax qualified retirement plans, tied in with lifetime and post-death planning with a sensitivity for the administrative concerns of plan benefit providers.
He has a diverse practice, representing governments and their agencies, labor unions as an employer and Indian tribal governments, as well as privately owned businesses.
His primary focus is handling the design, implementation, compliance and administrative issues for employers ranging from sole proprietors to those with more than 15,000 employees.
Because employer retirement benefits represent such a major portion of most client's plans for retirement, his practice includes estate planning for retirement plan distributions, as well as overall estate planning. His primary focus in lifetime planning includes health-care concerns and coordination and effective use of advance directives.
Kal has represented clients before the Internal Revenue Service, U.S. Department and PBGC in various plan audits. He has given several presentations to accounting firms, financial service providers, the Michigan Association of CPAs and other organizations.
Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer MICPA
Date Added to Catalog 4/16/15
Designed For CPAs, Attorneys, Financial Planners and anyone who assists clients in estate and trust matters
Original Recording Date 6/5/15
Prerequisites None
Yellow Book
No
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Instructional Delivery Method
Group Internet Based
Official Registry Statement
Business Professionals' Network, Inc. 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
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