This course presents the critical role of tax planning in the creation and ultimate distribution of retirement plans and funds, including Individual Retirement Arrangements. The course provides updates to dollar amounts for IRAs, and other updates regarding maximum age for contributions. This course also covers the CARES Act and rules surrounding that legislation. This course dives deep on questions taxpayers will have for their tax preparer on IRAs, taxation of distributions, pensions and annuities, and taxation of payments. The course concludes with a discussion of survivors and beneficiaries, as well as the relevant topics of Coronavirus and Qualified Disaster Relief.
Show Course ID: 1
- Course ID(s): UUBXU-U-00062-22-S
- Approved By: Internal Revenue Service (IRS)
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!