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  • Inherited IRAs: Understand Tax Issues and Planning

Description

Inheriting an IRA comes with its own tax nuances not only for individual beneficiaries but also for estates or trusts claiming an IRA after the death of the owner. When clients make mistakes or circumstances change, practitioners can help their clients by identifying ways to administer or transfer inherited retirement accounts after the death of the original owner. In this course we will review the inherited retirement account rules as modified by the Secure Act and identify methods of administering or transferring retirement accounts after death to minimize income tax and meet client goals. 

Session Highlights:

  • Describe the distribution options for inherited retirement accounts for individual beneficiaries, estates, and trusts

  • Understand the methods for administering a retirement account as an asset of a trust

  • Identify opportunities to distribute income to charitable beneficiaries

  • Analyze an estate or trust’s ability to distribute a retirement account to charitable and individual beneficiaries 

  • Recommend ideal transfer methods for retirement accounts to minimize administration complexity and income taxes

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners


Speaker Profile:
Robert S. Keebler, CPA/PFS, 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 250 favourable 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.  Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.

Inherited IRAs: Understand Tax Issues and Planning

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