Common Mistakes to AVOID When Dealing with Retirement Assets: Recent Changes; Practical Advice

Past Webinar

Common Mistakes to AVOID When Dealing with Retirement Assets: Recent Changes; Practical Advice

Start 01/26/2023 - 5:30 PM
End 01/26/2023 - 7:15 PM


Many taxpayers have accumulated a considerable amount of wealth in their retirement account arrangements, making estate and income tax planning, as well as asset protection planning with retirement type assets, especially important. 

Mr. Goldberg will cover key recent developments issued by the IRS – including IRS Notice 2022-53 – as well as many of the practical issues that you need to be aware of, including unintended beneficiaries of retirement accounts and systemic IRA beneficiary blunders.

He will also discuss what happens when attorneys and other self-employed individuals with Keogh plans die without nominating a successor and the difficulties that can be encountered when attempting to distribute plan assets without one.

Mistakes are often made and can be extremely costly, as well as create numerous headaches.


This 2-credit CLE/CPE program includes:

  • Common errors in retirement distribution planning
  • Why many beneficiary forms are defective
  • Advantages/Disadvantages of trusts as IRA beneficiary
  • IRA beneficiaries and unpaid estate tax liabilities
  • Danger Zone article on Creditor Rights when an IRA is Payable to a Revocable Trust
  • Waiver of penalty rules under SECURE
  • Special separate account rules when there are multiple beneficiaries of a deceased IRA owner’s account
  • And much more


The course material will include the electronic manual written by Mr. Goldberg, Many Practical Issues That You MUST be Aware of When Dealing with Retirement Assets – a $75 VALUE!



Co-sponsor for CPE Credits:  IRG Publications

Faculty:  Seymour Goldberg, Esq., CPA, MBA (Taxation), JD


ABOUT the INSTRUCTOR:  Seymour Goldberg, CPA, MBA (Taxation), JD is a senior partner in the law firm of Goldberg & Goldberg, P.C., Melville, New York. He has conducted over 100 continuing professional education programs for attorneys and CPAs in the area of IRA distributions and IRA compliance issues. He is a former IRS agent and IRS instructor. Mr. Goldberg is the recipient of Outstanding Discussion Leader Awards from both the AICPA and the Foundation for Accounting Education.  His manuals written for the American Bar Association can be found in well over 100 law school libraries.  Two of his manuals cover IRA issues and IRS compliance issues involving IRAs.


Mr. Goldberg can be reached at 516-222-0422 or by email at


2 NY CLE Credits: 2 Skills; Transitional and Non-transitional;

2 NJ CLE Credits: 2 General;

2 CPE Credits for CPAs (NY only)


The New York CPE credits for this program will be issued by IRG Publications. CPE credit details are described below


IRG Publications CPE details:


Recommended CPE Credit Hours: 2

Method of Presentation:  Webinar

NY Sponsor:  IRG Publications

Sponsor License No: 002963

Subject area:  Taxation

Learning objective: To avoid common errors involved in tax planning with retirement assets

Level: Intermediate

Prerequisite: Basic knowledge of taxation



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

Member (CLE Credit) $95
Non-member: (CLE Credit) $115
CPA (CPE Credit ONLY) $85
JD/CPA Member (CLE & CPE Credit) $95
JD/CPA Non-Member (CLE & CPE Credit) $115
Non-attorney (No CLE/CPE credit) $75

Upcoming CLE Courses