Webcast Acronym: LSRW

Webcast Title: Larry Stein’s Essential Moves And Strategies For Retirement Wealth

Recommended CPE Credit Hours: 8 CPE Credit Hours.

Highlights:

Come join Larry Stein as he discusses strategies and moves for your client’s retirement wealth. Key tips and ideas will be presented including strategies for IRAs, qualified retirement plans, real estate, and more. Don’t miss out on this high-yield CPE opportunity!

Learning Objectives:

Upon the successful completion of this webcast, the participants will be able to:

1. Explain selected tax strategies for traditional IRAs and Roth IRAs.

2. Explain the required minimum distribution rules for IRAs and Qualified Plan Accounts.

3. Explain the 3.8% net investment income tax rules.

4. Explain selected Social Security and Medicare ideas.

5. Explain selected retirement planning strategies.

Major Topics:

• Traditional IRAs – Four Angles That You Much Know!

• Roth IRAs – Why You Must Focus Now!

• The New 3.8% Net Investment Income Tax Rules – Opportunities And Pitfalls.

• IRA And Retirement Plan Distributions – Maximize Wealth.

• Real Estate – Three Key Tax Strategies.

• Retirement Planning, Social Security, Medicare, Estate Planning, And Much Much More!

• The Impact Of The Windsor And The Perry U.S. Supreme Court Cases.

Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.

NASBA Fields Of Study: Taxes.

Level: Intermediate.

Presentation Method: Live Webcast Lecture With Questions And Answers.

Recommended CPE Credit Hours: 8 CPE Credit Hours.

Advanced Preparation: Basic knowledge of federal taxation.

Texas Registration: 009838

“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”

Larry Stein CPE Live Webinars
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based

Larry Stein CPE Live Webinars 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org