Faculty: Seymour Goldberg, CPA. MBA (Taxation), JD
Many taxpayers have accumulated a considerable amount of wealth in their retirement account arrangement. Estate and income tax planning as well as asset protection planning are more important than ever, especially under the Secure Act.
Regardless of whether one drafts a non-QTIP Roth IRA trust or a non-QTIP traditional IRA trust, you must integrate the laws of the jurisdiction (such as the Uniform Principal and Income Act) that governs the terms of the trust with the IRS distribution rules that are applicable under Secure in order to avoid construction proceedings down the road.
Our expert speaker will cover many practical issues that you need to be aware of and why the use of trusts may be extremely important to avoid unintended beneficiaries of retirement accounts. He will provide practical tips, drafting guidance and suggested drafting language from a trust law point of view.
Attendees at the Program will receive a copy of Mr. Goldberg’s New 2022 Publication Effective Use of Trusts in Estate Planning with Retirement Accounts – a $179 VALUE!!
To learn more about the publication click here
About the Speaker: SEYMOUR GOLDBERG, CPA, MBA, JD, is a senior partner in the law firm of Goldberg & Goldberg, P.C., Melville, New York. Professor Emeritus of Law and Taxation at Long Island University. Former Director of the Tax Institute of the C.W. Post Campus of Long Island University. Authored 4 manuals for the American Bar Association on IRAs and on Trusts as well as for other organizations such as the AICPA on the IRA Distribution Rules. Mr. Goldberg handles probate matters, tax disputes with the IRS and the IRS appeals office, IRA penalty waivers and New York State Department of Taxation tax disputes. Represents clients in IRS ruling requests (over 75). Wrote an amicus brief in the 2014 inherited IRA Supreme Court Case, Clark v. Rameker. His manuals for the American Bar Association can be found in well over 100 law school libraries throughout the United States. He is a member of the Relations with the IRS Committee of the New York State Society of Certified Public Accountants. He was formerly associated with the Internal Revenue Service.
Mr. Goldberg has been quoted in the New York Times, Forbes, Fortune, Money Magazine, U.S. News & World Report, Business Week and the Wall Street Journal. He has also been interviewed on CNN, CNBC and WCBS.
The New York and New Jersey CLE credits for this program will be issued by NYCLA
The CPE credits will only be given to NYS CPAs* for this program and will be issued by IRG Publications.
* CPA registrants must submit NYS CPA License Number after selecting registration option.
IRG Publications CPE details:
Recommended CPE Credit Hours: 4
Method of Presentation: Webinar
NY Sponsor: IRG Publications
Sponsor License No: 002963
Subject area: Taxation
Learning objective: To acquire knowledge involving tax and estate planning when dealing with retirement accounts that are payable to a trust
Prerequisite: Basic knowledge of taxation
JD/CPA Member: $225
JD/CPA Non-Member: $245
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