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The Latest and Greatest with Roth Conversion Planning
Personal Financial Planning
Webcast

The Latest and Greatest with Roth Conversion Planning

Maximize the benefits of Roth conversions! Discover the top 10 reasons why your clients should consider converting to a Roth IRA.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Robert S. Keebler

Availability

3 months

Product Number

WC2948849

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 Business & partner 
Product Details

Roth Conversions in 2021

Support your clients to maximize the benefits of Roth conversions in the current environment by tuning in to an in-depth presentation led by renowned financial and tax planning expert, Bob Keebler, CPA/PFS, MST, AEP (Distinguished).

Come away from this webcast with an understanding of the unique planning opportunities available to your clients in 2021.

Who Will Benefit
  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals
Key Topics
  • Low value Roth conversions
  • Repaying coronavirus-related distributions to a Roth Account
  • Taxation of Roth IRA conversions and distributions
  • Easy to read conversion tables by common scenarios
  • Mathematics of Roth IRA conversions
  • Timing of Roth IRA conversions to gain tax rate arbitrage
  • Estate tax considerations and why a Roth conversion is much better when an estate tax exists
  • Hedging Roth conversions with life insurance
  • Using insurance to preserve post-death “stretch-out”
  • Review tools and calculators for effective financial modeling
Learning Outcomes
  • Identify the top 10 reasons why clients should consider converting to a Roth IRA
  • Determine the critical Roth conversion concepts after the SECURE Act and in the current environment
  • Identify the value of Roth planning when markets are volatile and tax rates are likely to increase
  • Use the tools and calculators to do effective financial modeling for your clients
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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