Course Quick Facts

  • Course Length: Approximately 1 Hour

  • Course Level: Overview

  • Field(s) of Study:

  • Retirement & Taxation (1.0 IRS EA CE Credit)

  • Who should attend: Tax practitioners who are looking to understand IRA basics and new tax rules related to IRAs

  • Required Knowledge: None

  • Advanced Prep: None

Learning Objectives

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. This course gives a chance to new practitioners to help people to build wealth by talking about the different IRAs, stating the rules related to contribution and distributions and highlighting the effect of the recent tax law changes on the planning process in order to get tax benefits.

  • List the basic criteria necessary for making an IRA contribution and taking a tax deduction

  • State the basic rules for making distributions from an IRA and exceptions to the 10% early withdrawal penalty

  • Describe how distribution planning has changed in light of recent tax law changes

Instructor

CPA, CPCU, MST, MBA

David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Course curriculum

  • 1

    Introduction

  • 2

    Downloads

    • Downloads

  • 3

    Lecture

    • 2020 22 IRAs Segment 1

  • 4

    Participation

    • Knowledge Check #1

  • 5

    Lecture

    • 2020 22 IRAs Segment 2

  • 6

    Participation

    • Knowledge Check #2

  • 7

    Lecture

    • 2020 22 IRAs Segment 3

  • 8

    Participation

    • Knowledge Check #3

  • 9

    Lecture

    • 2020 22 IRAs Segment 4

  • 10

    Participation

    • Knowledge Check #4

  • 11

    Lecture

    • 2020 22 IRAs Segment 5

  • 12

    Evaluation

    • Final Evaluation

  • 13

    Feedback

    • Final Steps to Receive CE Credit(s)...

    • CE Credit Information

    • Thank You!

Single Course Price

     Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity. 

     This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

     Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial.


David Peters Financial

Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111

1657 West Broad Street, #5, Richmond, VA 23220