Log In
Join

  • education

CPE Course Information

General Information

Course Number: 050923
Course Title: IRAs After Death Before and After Secure, The Backdoor Roth IRA & 1099R PA Taxation
Description: IRAs After Death Before and After Secure: 2 hours This session will be an overview of inherited IRAs including discussion of Designated Beneficiaries, Death Distribution Options, Death BEFORE Required Beginning Date, Death ON or AFTER Required Beginning Date, Taxation of Death Distributions, and Pennsylvania Treatment. Rules before and after the SECURE Act will be covered, including proposed regulations issued February 2022 and effective this year. The Backdoor Roth IRA: 1 hour This session will be a discussion of the rules on the “backdoor” Roth IRA conversion, who would be a good candidate, rules on conversion, and the mechanics of the conversion with detailed explanation of how to report on Form 1040. 1099R: 1 hour This course will review the diverse types of income reported on Form 1099-R and the various types of the form preparers will see in practice. We will explore each box of Form 1099-R, what it represents, and the ramifications for PA taxation, which can be hugely different from the federal treatment. There will be a review of codes in box 7 as well, their meaning for PA taxation, and how to calculate the taxable amount.
Speaker: Mary Lew Kehm, CPA
Knowledge Level: Basic
Sponsor: PSTAP - Northeast Chapter
Date: 09/26/2023
Number of Days: 1
Location: Wilkes Barre, Woodlands Resort
Address: 1073 Highway 315

Wilkes Barre, PA 18702
CPE Credits: 3 Credits Tax (Federal)
1 Credits Tax (Non Federal)
Host Chapter(s): Northeast
Meal: Day 1 Choices
Full Breakfast Buffet
 No Meal

Registration Information

Registration Begins: 7:30 a.m.
Start Time: 8:30 a.m.
End Time: 12:30 p.m.

Pricing

PSTAP Member Rate: 75.00
Non-Member Rate: 125.00

Cancellation Policy

No show, no refund.

Additional Information

Directions to all CPE Locations