Taxation of Individual Retirement Accounts Certification Course

Taxation of Individual Retirement Accounts

The following tax certification material is what a tax professional should know to be considered well-learned in Individual Retirement Account tax matters. The tax professional who has successfully attained the following knowledge, we believe, will have demonstrated sufficient competence in the Individual Retirement Account taxation.

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In our effort to comply with and support efforts in the improvement of tax professional education and the actual profession, we have created this tax training program for you. In this course you will learn about the 15 different IRAs, including the four most recent types authorized by the tax law: the Roth IRA, the education IRA, the SIMPLE IRA, and the deemed IRA. Additionally, we will deal with the various areas of tax law and the taxation of distributions from an IRA, including premature distributions, minimum distributions during lifetime and after death, withholding taxes, and estate taxes. Upon completion of this IRA taxation course, we will issue you a frame-able professional certificate of completion. Tax professionals who have studied well and who successfully complete this Individual Retirement Account taxation course in a diligent manner will be able to prepare tax returns involving IRA taxation matters with confidence.

To Register

List of Topics Exams are cumulative.

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		Topic Name


Topic 1		Introduction

Topic 2		Traditional IRA

Topic 3		Spousal IRA

Topic 4		Roth IRA

Topic 5		Coverdell Education Savings Account

Topic 6		Rollover IRA

Topic 7		Transfer IRA

Topic 8		SEP IRA

Topic 9		SARSEP IRA

Topic 10		Individual Retirement Annuity

Topic 11		Conduit IRA

Topic 12		Employer and Employee Association Trusts

Topic 13		Payroll Deduction IRA

Topic 14		SIMPLE IRA

Topic 15		Deemed IRA Under Employer Plan

Mid-Term

Topic 16		Prohibited Transactions

Topic 17		Disclosure Statement

Topic 18		Investments

Topic 19		Bankruptcy, Tax Liens and Creditors

Topic 20		Trustees and Custodians

Topic 21		Reporting Requirements

Topic 22		Divorce and Property Settlement Agreements

Topic 23		Rulings

Topic 24		Excise Taxes and Penalties

Topic 25		ERISA

Topic 26		State Taxes

Topic 27		Taxation of Distributions

Topic 28		Premature Distributions

Topic 29		Minimum Distributions During Lifetime

Topic 30		Minimum Distributions on Death

Topic 29		Withholding Taxes

Topic 30		Foreign Beneficiaries

Topic 30		Estate Beneficiaries

Topic 29		Trust Beneficiaries

Topic 30		Charitable Beneficiaries

Topic 29		Beneficiary Designation Forms

Topic 30		Estate Taxes

		Ethical Issues in Accounting

Final

Evaluation (Please fill one out).