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Understanding Roth IRA Conversions in 2010
A Live Two-Hour Audio Seminar from CCH
Tuesday, March 23, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn the Ins and Outs of Roth IRA Conversions and How to Take Advantage of the New Rules and Opportunities
In the past, taxpayers who had adjusted gross income (AGI) above $100,000 were precluded from converting a traditional IRA to a Roth IRA. However, beginning with the 2010 tax year, this limitation is lifted, thereby allowing many more taxpayers the opportunity to convert to a Roth IRA. This, in turn, will open up a flood gate of activity for those professional advisors who become familiar with the basics of Roth IRAs and the mathematical factors which make them both a viable income and estate tax planning tool.
Join Robert Keebler, CPA, MST, DEP, for this two-hour audio program on Tuesday, March 23, 2010, as he discusses the practical and tactical issues surrounding Roth IRA conversions. Now is the time to get yourself, your firm and your clients ready for this significant tax planning opportunity. This practice-oriented discussion will provide the keys to a successful conversion strategy for your clients. Time will be allocated for you to ask questions directly to Mr. Keebler via phone or e-mail during the program.
Program Topics
Topics to be addressed include:
- Basic rules of Roth IRAs
- Taxation of Roth IRA distributions
- Seven reasons why to convert to a Roth IRA
- Mathematical “mechanics” behind Roth IRA conversions
- Tactical considerations
- Roth IRA conversion timeline
- Roth IRA segregated conversion strategy
Learning Objectives
- Develop a solid base of knowledge related to Roth IRA rules
- Recognize the critical factors affecting conversion decisions
- Understand the math and timing aspects of conversions
Who Should Attend?
This course is essential for CPAs, CFPs, enrolled agents, tax attorneys and other professionals who advise clients on tax, retirement and estate planning, and other wealth management matters.
SPECIAL GIFT!
Register today for this insightful program on Tuesday, March 23 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Robert S. Keebler, CPA, M.S.T., DEP
Robert S. Keebler is a partner with Baker Tilly Virchow Krause, LLP and chair of the firm's Estate and Financial Planning Group. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Bob frequently represents clients before the National Office of the Internal Revenue Service in the private letter ruling process and in estate, gift and income tax examinations and appeals.
Bob is a nationally recognized expert in estate and retirement planning and he works collaboratively with other experts on academic reviews and papers and client matters. He is often quoted in national publications and is frequent speaker for legal, accounting and financial planning groups throughout the United States and he is the author of more than 75 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Bob is also a featured columnist in CCH's TAXES: The Tax Magazine and a member of CCH's Financial and Estate Planning Advisory Board. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: Basic understanding of taxation of retirement plans
- Learn More About CCH’s NASBA Registration
Special Gift
Each registered site will also get a free issue of CCH’s Journal of Retirement Planning .
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording-or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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