Compass Tax Educators

This program reviews the complex and changing tax rules of distributions from retirement accounts, including IRAs, with an emphasis on the updates provided by the SECURE and CARES Acts.  We focus on appropriate planning strategies for clients involving proper beneficiary planning including trusts, ROTH conversions and the tax benefits of charitable beneficiaries. 

Learning Objectives

• Understand the various tax rules regarding distributions from qualified retirement accounts including IRA.
• Review recent changes to rules regarding plan distributions including the SECURE and CARES Acts and discuss potential changes under "SECURE 2.0".
• Discuss important planning strategies available to clients in providing for beneficiary designations and plan distributions.

Education Information

IRS Program Number: NMVBP-T-00183-21-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Self-Study

Field of Study: Federal Tax (IRS);

Credit hours: 2 IRS CE

Instructor: Martin S. Finn, JD, LL.M., CPA/PFS, AEP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our education policies.