Practical Advice & Recent Developments in Estate Planning w/Retirement Assets, Including Trusts

Past Webinar

Practical Advice & Recent Developments in Estate Planning w/Retirement Assets, Including Trusts

Start 05/18/2023 - 5:30 PM
End 05/18/2023 - 7:35 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.


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


This CLE/CPE program includes:


  • Common errors in retirement distribution planning
  • Why many beneficiary forms are defective
  • Customized Sample Beneficiary Forms
  • Advantages of trusts as IRA beneficiary (includes discussion of Effective Use of Roth IRA Trusts as a Credit Shelter Trust)
  • IRA Beneficiary Malpractice Case
  • Waiver of penalty rules under SECURE
  • Major IRS Penalty Changes Under SECURE 2.0 Act of 2022
  • Major IRS Statute of Limitation Changes Under SECURE 2.0 Act of 2022
  • Comment Letter to Treasury Department Involving an Oversight in Drafting Conduit Trusts
  • Oversight for IRA Trusts
  • IRA Trust Instructions
  • Avoiding Inclusion of Trust (includes non QTIP IRA Trusts) in the Gross Estate of certain Trustees under IRC Section 2041(b)(1) (General Power of Appointment)
  • And much more


The course material will include the electronic outline written by Mr. Goldberg.




Program 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


2.5 NY Credits: 2.5 Skills; 2.5 NJ Credits: 2.5 General; 2 CPE Credits (NY CPAs ONLY)


The New York CPE credits for this program will be issued by IRG Publications
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
NYCLA Member



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 Credits only) $65
Non-member (CLE Credits Only) $80
CPA (CPE credits only) $65
Member/CPA (CLE/CPE Credits) $75
Non-member/CPA (with CLE/CPE credits) $90
Non-Attorney/Non-CPA (No Credits) $49

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