May 14th, 202411:30 a.m. Central

May 14th, 2024 | 11:30 a.m. Central

Virtual

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Entry 68902

This webinar is eligible for 1.5 continuing education (CE) credits for those attending the live session.

As a CPA, you understand the rules around IRAs are constantly changing, and they are incredibly and deceptively complex. In fact, each year client mistakes, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. In this webinar, you’ll learn how to identify and avoid some of the most frequent and costly IRA mistakes.

Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning, including:

  • The costly RMD errors many advisors make without even knowing it!
  • Surprising implications for creditor protection when moving retirement assets.
  • The common mistakes spouses make when inheriting retirement accounts.
  • Other detrimental IRA errors that can derail a client’s retirement plan.

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    As the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Buckingham Wealth Partners, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

Other Upcoming Events

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    Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:

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    As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.

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  • May 30th, 2024 | 11:30 a.m. Central

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    What You Need to Know When Inheriting an IRA

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  • June 4th, 2024 | 10:00 a.m. Eastern Time

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    Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

    For high-net-worth individuals who have been through a divorce, lost a spouse or are otherwise single, estate planning can become tougher to navigate.

    If you decide to marry again, that creates a whole new layer of complexity. Add in the upcoming changes to estate taxes, and you've got even more considerations to unwind. In this interactive webinar, join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

    They’ll cover:

    • The do’s and don'ts of estate planning for individuals before, during and after divorce.
    • The estate tax increases expected to go into effect in January 2026.
    • How to protect your assets and take care of your loved ones.
    • Why it’s important for individuals to start planning now.
    Event Details