my-cpe.com
Open in
urlscan Pro
52.222.214.27
Public Scan
Submitted URL: https://10les.trk.elasticemail.com/tracking/click?d=2fSdFVf_FaeJNJVfHKMoRJB7WU2fDdr2VS-Zd9a5W-0y-NQgj8AHPgT46W2WKGAS5-LacXiz0_bYMqS...
Effective URL: https://my-cpe.com/certificate-courses/certified-estate-planning-specialists-for-iras
Submission: On August 27 via api from CH — Scanned from FR
Effective URL: https://my-cpe.com/certificate-courses/certified-estate-planning-specialists-for-iras
Submission: On August 27 via api from CH — Scanned from FR
Form analysis 7 forms found in the DOM
<form id="search_qualification_form" class="search_form" action="" method="">
<input class="form-control me-2 qualification_search" type="text" placeholder="Search" aria-label="Search" id="qualification_search" onclick="amplitude.getInstance().logEvent('HomePage_Search_Enter');">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" id="search_button" class="search_icon" height="18" width="18"
alt="search">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" id="search_close" class="search_icon" height="18"
width="18" alt="search-cancel">
</form><form id="search_hottopics_form" class="search_form" action="" method="">
<input class="form-control me-2 keyword_search" type="text" placeholder="Search" aria-label="Search" id="keyword_search">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" id="search_button" class="search_icon" height="18" width="18"
alt="search">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" id="search_close" class="search_icon" height="18"
width="18" alt="search-cancel">
</form><form class="search_form d-flex">
<input class="form-control me-2" id="keyword" type="text" placeholder="Search" aria-label="Search">
<button class="btn btn-outline-success" type="button">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/Top_Search_close.svg" class="img-resonsive" onclick="$('.minimenubutton input').val('');$('.minimenubutton').addClass('d-none');">
</button>
</form>Name: contact_form — POST https://my-cpe.com/client/check
<form id="loginForm" name="contact_form" class="form_ps front_usr_login row g-3" action="https://my-cpe.com/client/check" method="post" novalidate="novalidate">
<input type="hidden" name="_token" value="RMr0O1Uhwsw1E2ozC5urhQSgURtc40vx2ZRSYt1C"> <input type="hidden" name="detail_slug" value="" id="detail_slug">
<input type="hidden" name="redirect_to_detail" id="redirect_to_detail" value="0">
<input type="hidden" name="user_attemp_count" id="user_attemp_count" value="0">
<div class="alert alert-danger text-text-danger alert-dismissible Err_msg" style="display:none;">
<div class="col-md-12">
<a href="javascript:;" class="close" data-dismiss="alert" aria-label="close" onclick="$('.alert-danger').hide(); return false;">×</a>
<span style="font-size:12px;">The Email ID/Password is incorrect. Please try again. </span>
</div>
</div>
<div class="col-md-12">
<label for="inputEmail4" class="form-label">Email<span>*</span></label>
<input type="email" placeholder="Enter your email" class="form-control" id="email" name="email">
</div>
<div class="col-md-12">
<label for="inputPassword4" class="form-label">Password<span>*</span></label>
<input type="password" placeholder="Enter your Password" class="form-control" id="pass" name="pass">
</div>
<div class="col-md-12" id="login_captcha_div" style="display:none;">
<div id="loginCaptcha">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LeSlsAUAAAAAH2zo6IcEWhyzo_yl8Hhm3UIQZfC&co=aHR0cHM6Ly9teS1jcGUuY29tOjQ0Mw..&hl=fr&v=3TZgZIog-UsaFDv31vC4L9R_&size=normal&cb=lza1n7v99fo9" width="304"
height="78" role="presentation" name="a-yg3jdz0we8z" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe></div>
<textarea id="g-recaptcha-response-1" name="g-recaptcha-response" class="g-recaptcha-response" style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div>
<input type="text" name="recapatchaLogin" id="recapatchaLogin" value="" style="height: 0; opacity: 0; margin: 0; padding: 0;">
</div>
<div class="col-md-6 mt-4">
<div class="form-check">
<input class="form-check-input" type="checkbox" id="checkbox" name="checkbox">
<label class="form-check-label" for="checkbox"> Keep Me Logged in </label>
</div>
</div>
<div class="col-md-6 mt-4">
<div class="forgetPass float-end">
<a class="Forgot-Pass" id="FPModal" href="javascript:void(0)">Forgot Password?</a>
</div>
</div>
<div class="modal-footer">
<button class="btn btn-primary loginBtn" type="submit">Sign In</button>
<button type="button" onclick="$(this).parent().addClass('registering');amplitude.getInstance().logEvent('Homepage_Register_SignIn_LinkedIn_Button');window.location.href='https://my-cpe.com/client/store/linkedin'" class="linkdin btnMain"><img
src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/log-linkdin.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/log-linkdin.svg" width="44" height="24" alt="Linkedin-signin"> Signin with
Linkedin</button>
</div>
</form>Name: contact_form — POST https://my-cpe.com/forgot-password
<form id="contactForgotPass" name="contact_form" class="form_ps forgot-user-pass" action="https://my-cpe.com/forgot-password" method="post">
<input type="hidden" name="_token" value="RMr0O1Uhwsw1E2ozC5urhQSgURtc40vx2ZRSYt1C">
<div class="alert forgot_pass d-none">
<!-- alert-success -->
</div>
<div class="col-md-12 p-3">
<label for="inputEmail4" class="form-label">Email<span>*</span></label>
<input type="email" placeholder="Enter your email" class="form-control" id="email" name="email">
</div>
<div class="col-md-12 p-3">
<button class="btn btn-primary submitBtn w-100" type="submit">Submit</button>
<p class="Already_Sign_Up">Already have an account? <a href="javascript:;" id="loginModal"> Sign In</a></p>
</div>
</form>POST https://my-cpe.com/client/store_new
<form class="row g-3" action="https://my-cpe.com/client/store_new" method="POST" id="myform">
<input type="hidden" name="_token" value="RMr0O1Uhwsw1E2ozC5urhQSgURtc40vx2ZRSYt1C"> <input type="hidden" name="url_slug" id="url_slug" value="">
<input type="hidden" name="redirect_to_user_management" id="redirect_to_user_management" value="0">
<div class="col-md-6">
<div class="form-floating mb-2">
<input type="text" class="form-control" id="first_name" name="first_name" placeholder="First Name">
<label for="first_name">First Name</label>
</div>
</div>
<div class="col-md-6">
<div class="form-floating mb-2">
<input type="text" class="form-control" id="last_name" name="last_name" placeholder="First Name">
<label for="last_name">Last Name</label>
</div>
</div>
<div class="col-md-12">
<div class="form-floating mb-2">
<input type="Email" class="form-control" id="email" name="email" placeholder="Email">
<label for="email">Email</label>
<span id="email-error-signup" class="text-small text-danger"></span>
</div>
</div>
<div class="col-md-6">
<div class="form-floating mb-2">
<input type="Password" class="form-control" id="password" name="password" placeholder="Password">
<label for="password">Password</label>
</div>
</div>
<div class="col-md-6">
<div class="form-floating mb-2">
<input type="Password" class="form-control" id="password_confirmation" name="password_confirmation" placeholder="Password">
<label for="password_confirmation">Confirm Password</label>
</div>
</div>
<div class="col-md-12 d-none">
<div class="form-floating Promo_Code mb-2 ">
<input type="text" class="form-control" id="promocode" name="promocode" placeholder="Promo Code">
<button type="button" class="promocode-button" onclick="promocode_check()">Apply</button>
<label for="floatingInput">Promo Code</label>
<span id="promocode-error-signup" class="text-danger small"></span>
</div>
</div>
<div class="col-md-12 mt-4">
<div class="form-check">
<input class="form-check-input" type="checkbox" id="checkbox" name="checkbox" checked="">
<label class="form-check-label" for="checkbox"> I Accept these <a href="https://my-cpe.com/terms-and-conditions" target="_blank"> Terms and Conditions</a>
</label>
</div>
</div>
<div class="col-md-12 mt-4 d-none">
<div class="form-check">
<input class="form-check-input" type="checkbox" id="subcheckbox" name="subcheckbox" checked="">
<label class="form-check-label" for="subcheckbox"> Subscribe me to the email updates from myCPE </label>
</div>
</div>
<div class="col-md-12 mt-4">
<script src="https://www.google.com/recaptcha/api.js?onload=onloadCallback&render=explicit" async="" defer="">
</script>
<script type="text/javascript">
var verifyCallback = function(response) {
$("#signup_recapatcha").val(response);
};
if (document.getElementById('recapatchaLogin') != null) {
var verifyCallbackLogin = function(response) {
$("#recapatchaLogin").val(response);
};
}
var widget;
var onloadCallback = function() {
grecaptcha.render('widget', {
'sitekey': '6LeSlsAUAAAAAH2zo6IcEWhyzo_yl8Hhm3UIQZfC',
'callback': verifyCallback
});
grecaptcha.render('loginCaptcha', {
'sitekey': '6LeSlsAUAAAAAH2zo6IcEWhyzo_yl8Hhm3UIQZfC',
'callback': verifyCallbackLogin,
});
};
</script>
<div id="widget">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LeSlsAUAAAAAH2zo6IcEWhyzo_yl8Hhm3UIQZfC&co=aHR0cHM6Ly9teS1jcGUuY29tOjQ0Mw..&hl=fr&v=3TZgZIog-UsaFDv31vC4L9R_&size=normal&cb=pdi02rp8r418" width="304"
height="78" role="presentation" name="a-dg3n5e160h6r" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe></div>
<textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response" style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div>
</div>
<input type="text" name="signup_recapatcha" id="signup_recapatcha" value="" style="height: 0; opacity: 0; margin: 0; padding: 0;">
</div>
<div class="modal-footer">
<button class="btn btn-primary btnSubmit" onclick="amplitude.getInstance().logEvent('Homepage_Register_Signup_Submit_Button');">Submit</button>
<button type="button" onclick="$(this).parent().addClass('registering');amplitude.getInstance().logEvent('Homepage_Register_Signup_LinkedIn_Button');window.location.href='https://my-cpe.com/client/store/linkedin';" class="linkdin btnMain"><img
src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/log-linkdin.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/log-linkdin.svg" width="44" height="24" alt="Linkedin-signup"> Signup with
Linkedin</button>
</div>
</form><form id="search_topics_of_interests_form" action="" method="">
<input class="form-control me-2 topics_of_interests_search" type="text" placeholder="Search" aria-label="Search" id="topics_of_interests_search">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search.svg" id="search_button" class="search_icon" height="18" width="18"
alt="search">
<img src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" data-src="https://d2zuhqxlmhdjvb.cloudfront.net/live_assets/new-theme/images/search_close.svg" id="search_close" class="search_icon" height="18"
width="18" alt="search-cancel">
</form>Text Content
Limited Period Access to myCPE Prime Unlimited CPE Access starting at
$199. Subscribe Now
* Qualifications
*
Clear Apply
* CPA (US)
Catalogue
EA
Catalogue
AFSP
Catalogue
CFP (US)
Catalogue
CIA
Catalogue
CPA (CA)
Catalogue
Tax Professional
Catalogue
CFE
Catalogue
SHRM
Catalogue
CMA
Catalogue
CISA
Catalogue
HRCI
Catalogue
CVA
Catalogue
CPA/ABV
Catalogue
CRMA
Catalogue
CPA/CFF
Catalogue
CGMA
Catalogue
CPP
Catalogue
CRTP
Catalogue
CPA/PFS
Catalogue
CFP (CA)
CA - ICAEW
CFA
CPA/CITP
Catalogue
ACCA
FPC
Catalogue
CGAP
CCSA
ChFC
CSA
Catalogue
MRTP
ORTP
PCP
CISM
CPM (CA)
TEP
Catalogue
CRISC
ERPA
CTP
CFIRS
CDPSE
CWS
FSCP
QIAL
QAFP
RICP
CGEIT
WMCP
FPAC
CA - Ireland
CASL
CPA - Ireland
CSX-P
ITCA
MAFF
CIPM
CBA/MCBA
CPFA
CA - Scotland
ChSNC
CET
Not found
* Topics
*
Clear Apply
* Ethics
Catalogue
Taxes
Catalogue
Excel
Catalogue
Tax Updates
Business Tax
Catalogue
Individual Tax
Finance
Catalogue
Tax Planning
Financial Reporting
Payroll
Catalogue
Accounting & Auditing
Catalogue
Business Management
Catalogue
Quickbooks
Catalogue
Leadership
Catalogue
GAAP
Catalogue
Human Resources
Retirement
Catalogue
Personal Development
Catalogue
Business Law
Catalogue
Internal Audit
Catalogue
Personal Finance
Cyber Security
Catalogue
Financial Planning
Catalogue
CFO Topics
Catalogue
Fraud & Forensics
Catalogue
Risk Management
Employment Law
Real Estate
Non-Profit
Catalogue
IRS Representation
Catalogue
Data Analytics
Management Accounting
International Tax
Wealth Planning
Investigations
SALT
Catalogue
Insurance
SOX
Catalogue
IFRS
Catalogue
HR Tech
Behavioral Finance
Valuation
A & A(Govt)
Catalogue
Annuities
ERC
Education Planning
Yellow Book
Catalogue
Not found
* Courses
* Live Webinars
* Self Study Webinars
* Virtual Conferences
* Podcasts
* E-Books
* Tailored Packages
* Certificate Courses
* Qualifying Courses
* Personal Financial Specialist (PFS) Eligibility Course
* Accredited Business Valuation (ABV) Eligibility Course
* Certified Financial Forensics (CFF) Eligibility Course
* Full day Webinars
* Packages
* CPA (US) Packages
* CPA (CA) Packages
* AFSP Packages
* CFE Packages
* CFP (US) Packages
* CIA Packages
* CMA Packages
* CPA/ABV Packages
* CPA/CITP Packages
* CPA/PFS Packages
* CPP Packages
* CVA Packages
* EA Packages
* ERPA Packages
* FPC Packages
* HRCI Packages
* MRTP Packages
* ORTP Packages
* SHRM Packages
* Yellow Book Packages
* View More Packages
* Certificate Courses
* Excel
* Tax Representation
* Integrated Auditing
* Estate Planning
* Sales & Use Tax
* View More Courses
* Unlimited Access @$199
* Unlimited Access for All
* Unlimited Access for CPA
* Unlimited Access for EA
* Unlimited Access for CMA
* Unlimited Access for CIA
* Unlimited Access for CFE
* Unlimited Access for CFP
* Unlimited Access for CPA-CA
* Unlimited Access for SHRM
* Unlimited Access for HRCI
* Unlimited Access for CPA Firms
*
* * Global
* United States
* Canada
* United Kingdom
* Sign In
* Sign Up
MYCPE PRIME (UNLIMITED ACCESS)
* 10,000+ hours of content.
* 100+ Qualifications Approved.
* IOS & Android Mobile App.
* 600+ Speakers & Presenters.
* Live Webinars & On-Demand videos.
* Virtual Events, Podcasts & E-Books.
$299
$199/ YEAR
Trusted by 250,000+ Professionals
Subscribe Now!
WELCOME TO MYCPE
Want to Create New Account? Sign Up
× The Email ID/Password is incorrect. Please try again.
Email*
Password*
Keep Me Logged in
Forgot Password?
Sign In Signin with Linkedin
RECOVER PASSWORD!
Email*
Submit
Already have an account? Sign In
Unlimited Access Plan 10,000+ Hrs of Content 100+ Qualifications Approved 600+
Expert Speakers Mobile Application 60+ Certificate Courses Exclusive Courses
Prime
$199/year
( View Details )
Exclusive
$299/year
( View Details )
#1 GLOBAL PLATFORM FOR CONTINUING EDUCATION
* 10,000 Hrs of Latest Content
* 600+ Expert Speakers & Presenters
* 100+ Qualification Approved
* Live Webinars, On-Demand Videos
* Virtual Events, Ebooks, Podcasts, Short Videos
* Professional Certificate Courses
* Mobile Application
Create your Free Account | Get Unlimited Access only @$199/Year ( View Details )
Trusted by 250,000+ Professionals for Continuing Education
CREATE YOUR ACCOUNT
Already have an account? Sign In
First Name
Last Name
Email
Password
Confirm Password
Apply Promo Code
I Accept these Terms and Conditions
Subscribe me to the email updates from myCPE
Submit Signup with Linkedin
TOPIC OF INTEREST
Skip
Select the topics of your interest to receive Webinars/Virtual
Events/E-Books/Podcasts of your interest.
*
Excel
Quickbooks
Taxes
Tax Planning
SALT
CFO Topics
Payroll
Accounting & Auditing
A & A(Govt)
Technology
Individual Tax
Business Tax
Non-Profit
Retirement
Finance
Ethics
Tax Updates
Marketing
Internal Control
Real Estate
Management Accounting
Business Law
Full Day Webinars
Human Resources
Leadership
IRS Representation
IFRS
Data Analytics
Financial Reporting
Risk Management
Insurance
Yellow Book
Financial Planning
ERC
Business Management
Personal Development
Cash Flow
International Tax
Cyber Security
SOX
Behavioral Finance
GAAP
Internal Audit
Employment Law
Valuation
Trust & Estate
Investigations
Fraud & Forensics
Education Planning
Investment Planning
Social Security
Personal Finance
Wealth Planning
Annuities
Communications
HR Tech
Not found
SELECTED TOPICS
Submit
GET ACCESS TO ALL CERTIFICATE COURSES ONLY @$299/ANNUALLY.
Register
CERTIFIED ESTATE PLANNING SPECIALISTS FOR IRA (EPIRA)
Make the most of your Retirement Savings through estate planning
* Master critical fundamentals concepts of Financial and Estate Planning for
IRAs
* Premier training for professionals looking to gain confidence, and increase
accuracy
* New estate and estate tax planning strategies in light of changes to IRA
* Minimize risk and be an asset to your department
Get Unlimited Access @$299/Year View Sample Certificate
KEY HIGHLIGHTS
Get extensive insights on core areas of Estate Planning for IRAs
Continuing Education approved courses for Multiple Qualifications
On-Demand Courses
Individual Certificates for each Module
Courses authored by Subject Matter Experts
Shareable Certificate on LinkedIn
* Course Overview
* Why?
* Course Modules
* FAQs
WHAT YOU’LL LEARN
Roth IRAs are not only a great way to plan and save for retirement, but they're
also a sound estate planning strategy. Coupled with various strategies, it can
provide great benefits to build wealth and legacy in some cases. This
certification can help you explore technical aspects of such strategies.
GET DEEPER UNDERSTANDING OF:
* Fundamental estate planning concepts for IRAs
* Foundational contribution tax concepts
* Valuation adjustments and various estate tax deductions
* Hedging Roth IRAs with Insurance
* The consequences failing to update the beneficiary designation form after a
death or divorce
RECOMMENDED FOR:
* CPAs, CMA, PFS, and other retirement planning professionals with less than
three years of estate planning experience.
* For an Advisor who helps their clients with Financial and Estate Planning to
advise their clients in the most beneficial manner.
* Professionals Interested in beginning it’s career which will have work
involved around Financial and Estate Planning.
WHY BECOME A CERTIFIED ESTATE PLANNING SPECIALIST WITH MYCPE ?
RESOURCES INCLUDED
* Handout PDFs for every Module
* Glossary/Key Terms for every module
* Q&A directly with instructors
CAREER OPPORTUNITIES
* Wealth and Estate Planner
* Financial Advisor
* Retirement Planner
* Retirement Specialist
* Retirement Counselor
* Retirement Management Analyst
VALUE ADDITION TO YOUR SKILLS
* Financial Analysis
* Financial Planning
* Analytical Thinking
* Advisory skills
* Wealth Planning
* Estate Planning
MODULE
Module Name
Duration
INTRODUCTION TO FINANCIAL & ESTATE PLANNING FOR IRAS
3 HOURS
* To discuss the foundational contribution tax concepts
* To summarize the IRA penalties on early distributions, excess contributions &
excess accumulations
* To explore the basics of prohibited transactions and unrelated business
taxable income (UBTI)
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
INTRODUCTION TO THE ESTATE TAX
3 HOURS
* To prepare a decedent’s final income tax return
* To discuss fiduciary accounting and how it relates to the Form 1041
* To explore various estate tax deductions and valuation adjustments
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
ESTATE PLANNING FOR IRAS PAYABLE TO TRUSTS AFTER THE SECURE ACT
2 HOURS
* To identify the new changes relating to IRAs and employer plans.
* To recognize the new and extended income tax provisions enacted as part of
this new legislation
* To recognize Income Tax Planning when IRAs are Paid to Trusts and how to
Pass-Out Taxable Income to the Beneficiaries
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT
1.5 HOURS
* To understand the new changes relating to IRAs and employer plans
* To understand the Income and Estate Tax-Free Benefits of IRA relocation
* To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and
IRA Trust Planning
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2020 AFTER THE SECURE ACT (LATEST
UPDATE)
2 HOURS
* Low value Roth conversions
* Roth conversions equal to the forgiven RMD
* Tax-sensitive withdrawal strategies and many more
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
RETIREMENT PLAN BENEFICIARY DISASTERS AND HOW TO AVOID & FIX THEM
1.5 HOURS
* To identify the consequences failing to update the beneficiary designation
form after a death or divorce
* To recognize effects of naming the estate as beneficiary
* To recall the consequences of incorrect titling of an inherited IRA
INSTRUCTOR
ROBERT KEEBLER
Partner , Keebler & Associates LLP
INSTRUCTORS
ROBERT KEEBLER
Partner, Keebler & Associates LLP
*
*
*
*
*
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with
Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate
Planning Conference. In 2007 he was inducted into the Estate Planning Hall of
Fame of National Association of Estate Planners & Councils. He has also been
named by CPA Magazine as one of the Top 100 Most Influential Practitioners in
the United States and one of the Top 40 Tax Advisors to Know During a Recession.
His practice includes family wealth transfer and preservation planning,
charitable giving, retirement distribution planning, and estate administration.
Mr. Keebler frequently represents clients before the National Office of the
Internal Revenue Service (IRS) in the private letter ruling process and in
estate, gift and income tax examinations and appeals, and he has received more
than 200 favorable private letter rulings including several key rulings of
“first impression”. He is the author of over 100 articles and columns and is the
editor, author or co-author of many books and treatises on wealth transfer and
taxation. Mr. Keebler has been a speaker at national estate planning and tax
seminars for over 20 years including the AICPA’s: Estate Planning, High Income,
Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The
Notre Dame Estate Planning Conference and the Heckerling Estate Planning
Institute.
More...
FREQUENTLY ASKED QUESTIONS
WHAT TOPICS DOES THIS CERTIFICATE COURSE WILL COVER?
This certificate course will be covering basic understanding of Estate Tax,
foundational contribution tax concepts, understanding the new amendments
relating to IRAs and employer plans, identify various law value Roth
conversions, changes affecting IRAs and employer plans and how to avoid
retirement plan beneficiary disasters.
HOW THIS ESTATE PLANNING CERTIFICATE COURSE WILL BE USEFUL TO ME?
By completing this certificate course, you and your firm will be able to
distinguish from the competition prevailing in the market. You will able to
provide a professional service of a higher standard which will help your client
serve better.
WHAT TYPE OF STUDY MATERIALS DO YOU PROVIDE IN THIS CERTIFICATE COURSE?
Certificate course is created by a qualified and experienced instructor(s).
myCPE Certificate Courses includes Self-study Courses. Most of the courses are
in the form of On-demand Videos. The Self-study Video courses in Certificate
courses may be Live recorded presentations converted into Self Study (On-Demand
Videos).
WHAT HAPPENS IF I FAIL THE EXAM?
You can take your time and attend the course at your own pace. You can take exam
unlimited time. So, don’t worry, if you are not able to pass an exam. You will
be getting a chance to attend the exam again.
HOW CAN I PROVE MY STUDY HOURS?
After completion of each course of this certificate course, you will be able to
download a certificate with the course title and number of hours. Certificates,
as well as your study records, are stored for life and you can access them
anytime. Certificates are valid proof for your continuing education credits and
you can also add it as an additional designation.
HOW CAN I ACCESS THE COURSE?
Once you register you will have complete access to all the courses of this
certificate course. The self-study format allows you to access the material
online 24x7 and study at your own pace.
WHAT IS THE VALIDITY OF A SELF STUDY COURSE?
As per NASBA guidelines, you have one year from date of purchase of your
certificate to complete each program. After completion of each course, you can
attend final exam any time and get CPE Credit instantly. You can retake the exam
multiple times without any additional charges.
WHAT'S THE MINIMUM SCORE REQUIRED TO GET CERTIFICATE?
Course have minimum passing score of 70% in the final exam and you can take
multiple attempts of the said exam.
HOW DO I PROVE THAT I HAVE VIEWED A VIDEO? HOW DO YOU TRACK THAT?
Our video player tracks & stores the watch time and will show you in the
progress bar. But you make sure that you don’t fast forward or manually try to
move the progress bar. If you have fast forwarded the video or tried to manually
move the progress bar of the video. System wouldn’t capture your watch time. So
please, let the video go on its own. However, being on-demand video you can
pause and play and whenever you want and you can watch it in pieces. It will
pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the
bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions,
the Final Quiz will open up. You need to score more than 70% in the Final Quiz
to avail your CPE credit. Multiple attempts are allowed for submitting Review
and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be
able to download the credit certificate from the ‘My Certificates’ section.
Kindly ensure you have allowed Multiple File download from your web browser to
download all certificates.
5. You can download individual certificate from your "Account" as well as from
this page once you complete a particular courses. Also, you can download
"Consolidated Certificate" from the package page or from your account.
I CAN NOT ACCESS FINAL QUIZ OF MY SELF-STUDY COURSE. WHAT SHOULD I DO?
A Self-study course is a recorded video (If it’s a recording of a live course
you may see polling questions appearing on the screen. You do not need to answer
the polling questions and just let the video play). Do not fast forward. If you
fast forward, we may not be able to capture your watch time and you may be
required to watch it multiple times. In order to avail your credits for the
self-study course, you need to answer the review questions correctly and
complete the entire video. Once you have done that, the Final Quiz will open up
in which you need to score a minimum 70% to qualify for the credit. You can
attempt multiple times for answering the review questions and Final quiz
questions. Once you have completed the Review and Final quiz questions, you
shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com
or contact our support team through live chat support.
HOW LONG DOES IT TAKE TO RECEIVE AN EVALUATION FORM?
The evaluation form will be sent to attendees in the next 24 hours after passing
the final quiz with at least 70% marks. Kindly note that the evaluation form
will only be available to attendees who remained logged in till the end of the
course and answered all the polling questions.
PAYMENTS AND REFUNDS?
MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway
(Stripe.com) to process your payment details. This payment gateway is in
accordance with the PCI-DSS Compliance. Therefore, your payment details are
secure through SSL encryption. CLICK HERE to view our PCI compliance
certificate. Once you have register for the package and paid for it you shall
not be granted any refund unless you are not able to access courses for any
reason etc.
ABOUT 1CREDIT =1 MEAL?
"For some, Continuous Education is a compliance that helps them to renew their
licenses. For some, it’s a worthwhile learning experience that keeps them and
their firm up-to-date by taking valuable insights from continuing education
courses / courses. At myCPE, we believe in providing quality continuing
education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform
has launched a path-breaking social initiative “1 Credit = 1 Meal” under which
we donate one meal to an underprivileged for each credit earned by a
professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."
REGISTRATION COMPLETED
REGISTRATION UNSUCCESSFUL
Try Again
Contact Support
REGISTRATION COMPLETED
PLEASE UPDATE YOUR PROFILE TO CLAIM YOUR CONTINUING EDUCATION CREDITS.
Update Profile
I'll do that Later
Yes
No
Subscribe to our Emails
Please enter email address.
Please enter valid email address.
Subscribed successfully for newsletter.
COMPANY
* About Us
* 1 Credit = 1 Meal
* Continuing Education Requirements
* Partner Sign Up
* myCPE Partner Program
* Sponsorship Information
* Awards
* myCPE Learning Profile
RESOURCES
* Continuing Education Policy
* Terms and Conditions
* Privacy Policy
* Refund Policy
* Blog & Updates
* Course Catalogue
* CPE Mobile Application
* Hire an Expert
HELP
* Contact Us
* FAQ’s
© 2022 - my-cpe.com All rights reserved
*
*
*
*
*
We use cookies to make your experience on this website better
Accept Cookies Reject
Questions? Chat with us!We are excited to help you !We are excited to help
you!Chat with myCPE TeamChat with myCPE Team
myCPE would like to send you notifications for upcoming webinars.
Notifications can be turned off anytime from browser settings.
Powered by
Don't AllowAllow