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Estate Planning & Taxation
Traditional And Roth IRAs After The SECURE And CARES Acts 1 Vermont General Credit

In this 60-minute, August 7, 2020, presentation, Mark A. Krasner, CPA, Esquire, discusses the impact of the SECURE Act (2019) and CARES Act (2020) on Traditional and Roth IRAs. Mr. Krasner also covers the background, history, and key features of Traditional and Roth IRAs. He explains the similarities and differences between the two and how to choose which is most advantageous for your client.

Mr. Krasner is a founding partner in the La Jolla, California-based law firm of Blanchard Krasner and French, where his practice includes tax and estate planning. BKF opened an office in Reno, Nevada in 2016.

Major topics include:
History and development of IRAs
Differences between Roth and Traditional IRAs:
- eligibility
- contribution limits; deductibility
- tax treatment of contributions and withdrawals
- withdrawals
- required distributions
- rollovers and conversions
Choosing between Traditional IRA and Roth IRA
SECURE Act changes
CARES Act changes
Impact of bankruptcy on IRAs
IRAs v. 401Ks

FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com. Please click on "Retirement Plan Beneficiaries" to see a short description and Sample Pages for each form.

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com.(Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $25.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK 1 General Credit
AZ 1 General Credit
CA 1 General Credit
CO 1 General Credit, Course #788259, Expires 2022-12-31
CT 1 General Credit
DE 1 General Credit, Expires 2022-08-06
FL 1 General inc. 1 Wills, Trusts & Estates Credit, Course #2005800N, Expires 2022-04-30
GA 1 General Credit, Expires 2020-12-31
IL 1 General Credit, PCAM Course ID 438075
IN 1 General Credit, Expires 2021-09-14
KY 1 General Credit, Expires 2021-06-30
LA 1.00 LA General Credit inc. 1.00 each Tax/Estate Planning & Admin On-Demand Specialization Credit, Expires 2021-09-14
ME 1 General Credit, Course #056029, Expires 2022-08-06
MO 1.2 General Credits
NV 1 General Credit, Course #57917, Expires 2023-12-31
NJ 1.2 General Credits
NM 1 General Credit, Recorded 8/7/2020
NY 1 Professional Practice Credit (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC 1 General Credit, Expires 2020-12-31
OH 1 General Credit, Expires 2020-12-31
OR 1 General Credit
PA 1 General Credit
TN 1.00 General Credit, Expires 2021-08-31
TX 1 General Credit, Expires 2021-08-31
UT 1 General Credit, Expires 2020-12-31
VT 1 General Credit, Expires 2022-08-06
VA 1 General Credit (Will Become Available 11/1/20)
WA 1 Law & Legal Procedure Credit Activity ID #1146447
WV 1.2 General Credits
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CLE Courses


Many states also permit CLE credits to be earned by study of audio/video tapes, audio CDs and/or DVDs. To see our recorded CLE courses go to www.nlfcle.com.
 

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