Total Credits: 2 including 2 Taxes - Technical
Tax rates appear to be on the most certain long-term increase. Tax planning’s main objective is keeping tax rates at their lowest possible level through time. The time is exactly right now to accomplish this. There’s a window today to convert from a traditional IRA to a Roth – and it’s closing very soon.
In this course, you’ll learn exactly how to prevent increasing tax rates (and other proposed changes) from seriously battering the value of a retirement nest egg.
A Roth conversion is an intensely personal decision that requires impeccable attention to a client’s specifics. We’ll establish for you the Roth conversion thinking process and all things to consider.
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)
|Available after Purchase
|Converting to a Roth IRA_Handout (3.8 MB)
|Available after Purchase
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Fri, Mar 29, 2024 - 08:00am to 10:00am MDT
Thu, Apr 04, 2024 - 02:00pm to 04:00pm MDT
Tue, Apr 16, 2024 - 02:00pm to 04:00pm MDT
Fri, Apr 26, 2024 - 08:00am to 10:00am MDT
Fri, May 31, 2024 - 08:00am to 10:00am MDT
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Please contact Anne Taylor for any complaints. firstname.lastname@example.org, (972-377-8199).
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
Group Internet Based
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