my-cpe.com
Open in
urlscan Pro
13.32.22.24
Public Scan
Submitted URL: https://earncpececredits.bmetrack.com/c/l?u=CD0788E&e=130F252&c=134EE0&t=0&l=685F623B&email=Mluh6bdmNWwqpVI0YtQObn...
Effective URL: https://my-cpe.com/self-study/practical-guide-to-iras-contributions-and-distributions-for-traditional-roth-sep-and-...
Submission: On September 15 via api from US — Scanned from DE
Effective URL: https://my-cpe.com/self-study/practical-guide-to-iras-contributions-and-distributions-for-traditional-roth-sep-and-...
Submission: On September 15 via api from US — Scanned from DE
Form analysis 6 forms found in the DOM
Name: contact_form — POST https://my-cpe.com/client/check
<form id="loginForm" name="contact_form" class="form_ps front_usr_login" action="https://my-cpe.com/client/check" method="post" novalidate="novalidate">
<input type="hidden" name="_token" value="WMrOrf4eRxuyMZTwKwpdoBfvvHuqMosWN8AkxHwQ"> <input type="hidden" name="detail_slug" value="" id="detail_slug">
<input type="hidden" name="redirect_to_detail" id="redirect_to_detail" value="0">
<div class="row">
<div class="alert alert-danger text-text-danger alert-dismissible Err_msg" style="display:none;">
<a href="#" class="close" data-dismiss="alert" aria-label="close">×</a>
<div class="col-md-12">
<span style="font-size:12px;">The Email ID/Password is incorrect. Please try again. </span>
</div>
</div>
<div class="col-12">
<div class="form-group">
<label>Email <sup>*</sup> </label>
<input type="text" name="email" class="form-control" placeholder="Enter your Email">
</div>
</div>
<div class="col-12">
<div class="form-group">
<label>Password <sup>*</sup> </label>
<input type="password" name="pass" class="form-control" placeholder="Enter your password">
</div>
</div>
<div class="col-12">
<div class="checkbox">
<label class="checkbox_ps">
<div class="checkbx">
<input type="checkbox" name="checkbox" data-parsley-multiple="checkbox">
<span class="checkmark"></span>Keep Me logged in
</div>
</label>
<a class="Forgot-Pass" id="FPModal" href="javascript:void(0)">Forgot Password?</a>
</div>
</div>
<div class="col-12">
<button class="btnMain loginBtn" type="submit">Login</button>
</div>
<div class="col-12 text-center footer-txt"> Want to Create New Account? <a id="signupModal" rel="" href="javascript:void(0)">Sign Up</a>
</div>
</div>
</form>POST https://my-cpe.com/client/store
<form class="form-horizontal" action="https://my-cpe.com/client/store" method="POST" id="myform">
<input type="hidden" name="_token" value="WMrOrf4eRxuyMZTwKwpdoBfvvHuqMosWN8AkxHwQ"> <input type="hidden" name="url_slug" id="url_slug" value="">
<div class="main-tabbing">
<span class="step boxone step1 active">Basic Details</span>
<span class="step boxtwo step2">Professional Details</span>
<span class="step boxthree step3">Other Details</span>
</div>
<fieldset id="account_information" class="register-main">
<div class="pb-15">
<div class="row">
<div class="col-6">
<div class="form-label-group">
<input type="text" class="form-control" id="first_name" placeholder="Enter Your First Name" name="first_name" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="First Name">First Name <sup>*</sup> </label>
</div>
</div>
<div class="col-6">
<div class="form-label-group">
<input type="text" class="form-control" id="last_name" placeholder="Enter Your Last Name" name="last_name" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="last_name">Last Name <sup>*</sup></label>
</div>
</div>
<div class="col-12">
<div class="form-label-group">
<input type="email" class="form-control" id="email" placeholder="Enter your Email" name="email" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="email">Email <sup>*</sup></label>
<span id="email-error-signup" class="text-small text-danger"></span>
</div>
</div>
<div class="col-8">
<div class="form-label-group">
<input type="text" class="form-control" placeholder="Enter your Phone No." id="phone" name="phone" autocomplete="off" onkeydown="customer_keydown(event);" im-insert="true">
<label for="phone_no">Phone Number <sup>*</sup></label>
</div>
</div>
<div class="col-4">
<div class="form-label-group">
<input type="text" class="form-control" placeholder="EXT" name="ext" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="ext">EXT</label>
</div>
</div>
<div class="col-12">
<div class="form-label-group">
<input type="text" class="form-control" placeholder="Enter Your Mobile No." id="contact_no" name="contact_no" autocomplete="off" onkeydown="customer_keydown(event);" im-insert="true">
<label for="mobile_no" data-toggle="tooltip" data-placement="top" title="We encourage you provide professional email as it will help you managing in credits as all communication related to CPE credits." class="fa fa-info-circle"
aria-hidden="true">Mobile No.</label>
</div>
</div>
<div class="col-12">
<div class="form-label-group">
<input type="password" class="form-control" placeholder="Enter your New Password" id="password" name="password" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="password">Password <sup>*</sup></label>
</div>
</div>
<div class="col-12">
<div class="form-label-group">
<input type="password" class="form-control" id="password_confirmation" placeholder="Enter your Password Again" name="password_confirmation" autocomplete="off" onkeydown="customer_keydown(event);">
<label for="confirm_password">Confirm Password <sup>*</sup></label>
</div>
</div>
</div>
<div class="row" style="overflow:auto;">
<div class="col-6 text-left"> </div>
<div class="col-6 text-right"><button type="button" class="next btnMain">Next</button></div>
</div>
</div>
</fieldset>
<fieldset id="company_information" class="register-main">
<div class="pb-15">
<div class="row">
<div class="col-12">
<div class="form-label-group">
<input type="text" class="form-control" placeholder="Enter your Company" name="company_name" id="company_name" autocomplete="off" onkeydown="customer_keydown(event);">
<label>Company Name <sup>*</sup></label>
</div>
</div>
<div class="col-12">
<div class="form-group">
<label class="custom-small-font-label">Organization Size <sup>*</sup></label>
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="true" name="co_emp_size" id="co_emp_size">
<option value="" disabled="">Select your Organization</option>
<option value="0-9">0-9</option>
<option value="10-15">10-15</option>
<option value="16-50">16-50</option>
<option value="51-500">51-500</option>
<option value="501-1000">501-1000</option>
<option value="1000+">1000+</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light" data-toggle="dropdown" role="combobox" aria-owns="bs-select-2" aria-haspopup="listbox" aria-expanded="false" data-id="co_emp_size" title="0-9">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">0-9</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-2" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-2" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-12">
<div class="form-group">
<label class="custom-small-font-label">Job Title/Designation <sup>*</sup></label>
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="true" name="jobtitle" id="jobtitle">
<option value="" disabled="">Type and select your Job</option>
<option value="2">Owner</option>
<option value="3">Partner</option>
<option value="4">Principal</option>
<option value="5">Shareholder</option>
<option value="6">Chief Executive Officer (CEO)</option>
<option value="7">President</option>
<option value="8">CFO/Controller</option>
<option value="9">Director (Finance)</option>
<option value="10">Director (Tax)</option>
<option value="11">Finance Manager</option>
<option value="12">Auditor</option>
<option value="13">Tax Manager</option>
<option value="14">Manager</option>
<option value="15">Staff or Senior</option>
<option value="16">Human Resources</option>
<option value="22">Chairman</option>
<option value="23">Co-owner</option>
<option value="24">Co-President</option>
<option value="25">Vice President</option>
<option value="26">Managing Director</option>
<option value="27">Managing Partner</option>
<option value="28">Sr. Partner</option>
<option value="29">Managing Shareholder</option>
<option value="30">Managing Principal</option>
<option value="31">Founder</option>
<option value="32">Co-Founder</option>
<option value="33">Chief Financial Officer</option>
<option value="34">Chief Information Officer</option>
<option value="35">Chief Operating Officer</option>
<option value="36">Chief Technology Officer</option>
<option value="37">Director</option>
<option value="38">Consultant</option>
<option value="39">Financial Controller</option>
<option value="40">Finance Controller</option>
<option value="41">Bookkeeper</option>
<option value="42">Staff Accountant</option>
<option value="43">Paraprofessional</option>
<option value="44">Vice President, Finance</option>
<option value="45">Specialist</option>
<option value="46">Advisor</option>
<option value="47">Business Consultant</option>
<option value="48">Product Specialist</option>
<option value="49">Management Consultant</option>
<option value="51">Technical Solutions Consultant</option>
<option value="53">Director of Marketing & Growth</option>
<option value="58">Founder & CEO</option>
<option value="62">Regional Manager Mid Atlantic</option>
<option value="63">Tech. Expert</option>
<option value="64">Registered Preparer</option>
<option value="65">Specialist Professor</option>
<option value="66">Professor</option>
<option value="67">Sr. Director of Partner Development and Strategy</option>
<option value="68">Outsourced CIO</option>
<option value="69">Sr. Associate Attorney</option>
<option value="70">Government Contracts & Accounting Expert</option>
<option value="71">Sr. Director</option>
<option value="72">Cloud Solutions Engineer</option>
<option value="73">Countess of Communication</option>
<option value="74">Technical Accounting Manager</option>
<option value="76">CMO</option>
<option value="77">Senior Account Executive</option>
<option value="79">Business Development Director</option>
<option value="80">Sr. Marketing Manager</option>
<option value="81">Accounting Manager</option>
<option value="82">Marketing</option>
<option value="83">Head of Communications</option>
<option value="84">Certified Public Accountant (CPA)</option>
<option value="85">Executive Vice President</option>
<option value="86">Tax & Bankruptcy Attorney</option>
<option value="87">VP Of Marketing</option>
<option value="88">Cybersecurity SME and Attorney</option>
<option value="89">Operations Manager</option>
<option value="91">Speaker</option>
<option value="92">Senior Vice President</option>
<option value="93">CPE Director</option>
<option value="94">Chief Research Officer</option>
<option value="95">Chief Research Officer</option>
<option value="96">Demand Generation Specialist</option>
<option value="97">Practice Development Coach/International Expert</option>
<option value="98">Director of Client Relations</option>
<option value="99">Director Product</option>
<option value="100">Partner Marketing</option>
<option value="101">Productivity Performance Coach</option>
<option value="102">Sr.Consultant</option>
<option value="103">Member</option>
<option value="104">Senior Advisor</option>
<option value="105">Director of FP&A</option>
<option value="106">Partner Development Team Lead</option>
<option value="107">Vice President Of Business Development</option>
<option value="108">Director of Sales</option>
<option value="109">General Manager</option>
<option value="110">Partner Development</option>
<option value="111">Director of Marketing</option>
<option value="112">Partner Manager</option>
<option value="113">Chief Growth Officer</option>
<option value="114">Director of Customer Success</option>
<option value="115">Manager - Sales & Business Development</option>
<option value="116">Solutions Specialist</option>
<option value="117">Digital Content Manager</option>
<option value="118">Virtual CFO</option>
<option value="119">Client Account Manager</option>
<option value="120">Director of Information Security and Risk Management</option>
<option value="121">Sr. Sales Consultant</option>
<option value="122">Tax and Client Services Director</option>
<option value="123">Senior Solutions Architect</option>
<option value="124">Client Success Analyst</option>
<option value="125">Chief Revenue Officer</option>
<option value="126">Chief Communications Officer (CCO)</option>
<option value="127">Demand Generation</option>
<option value="128">Director of Acquisitions</option>
<option value="129">Senior Director of Finance and Corporate Controller</option>
<option value="130">Finance Transformation Specialist</option>
<option value="131">Co-Host</option>
<option value="132">Director of Growth</option>
<option value="133">Growth Marketing Manager</option>
<option value="134">Head of Accounting AMER</option>
<option value="135">CPA/Strategic Advisor</option>
<option value="136">Regional Director of Professional Services</option>
<option value="137">Senior Sales Director</option>
<option value="138">Director of Payroll Operations</option>
<option value="139">Founder & CTO</option>
<option value="140">Professional Speaker</option>
<option value="141">Chief Innovation Officer</option>
<option value="142">Senior Investigator</option>
<option value="143">Regional Director of Professional Services Strategic</option>
<option value="144">Director of Professional Development</option>
<option value="146">Vice President of Sales</option>
<option value="147">National Sales Manager</option>
<option value="148">Sales and Customer Happiness</option>
<option value="149">Sales and Solution Leader</option>
<option value="150">CFA/CPA/CFP/Registered Investment Advisor</option>
<option value="151">Tax Attorney</option>
<option value="153">Enrolled Agent & CEO</option>
<option value="154">Tax Strategist</option>
<option value="155">Professor of Accounting</option>
<option value="156">Accounting Manager - Marketing</option>
<option value="157">CEO and Leadership Change Expert</option>
<option value="158">Managing Director and Tax Strategist</option>
<option value="159">Principal Solution Consultant</option>
<option value="160">Senior Solutions Consultant</option>
<option value="161">Vice President of Marketing</option>
<option value="162">Community & Events Lead</option>
<option value="163">Community & Events Lead</option>
<option value="164">Chief Economist</option>
<option value="165">Chief Executive Officer & President</option>
<option value="166">Senior Partner</option>
<option value="167">VP Business Development</option>
<option value="168">Senior Client Account Manager</option>
<option value="169">Business Development Coordinator</option>
<option value="170">Co-Founder & CFO</option>
<option value="171">Principal and Director of Research</option>
<option value="172">Director of Technology</option>
<option value="173">Marketing (PG) Project Manager</option>
<option value="174">Director of Finance</option>
<option value="175">Senior Attorney</option>
<option value="176">CPA & Tax Resolution Specialist</option>
<option value="177">Product Manager & Digital Product Manager</option>
<option value="178">Time/Attendance Specialist</option>
<option value="179">Chief Marketing Officer</option>
<option value="180">Business Development Associate</option>
<option value="181">Marketing Manager</option>
<option value="182">Payroll Tax Consultant & Founder</option>
<option value="183">Vice President & COO</option>
<option value="184">Senior Product Marketing Manager</option>
<option value="185">Director of Marketing & Capital Operations</option>
<option value="186">Co-founder and Business Coach</option>
<option value="187">Senior Director</option>
<option value="188">Sr. Partnership Marketing Manager</option>
<option value="189">National Cannabis and Hemp Tax Partner in Charge</option>
<option value="190">Business Development Manager and Operations Director</option>
<option value="191">Senior Business Analyst</option>
<option value="192">Internal and external audit professionals</option>
<option value="193">Accounting and audit managers/practitioners</option>
<option value="194">AP managers</option>
<option value="195">Procurement managers and staff</option>
<option value="196">Compliance and ethics managers</option>
<option value="197">Security personnel</option>
<option value="198">Co-Founder & CEO</option>
<option value="199">COO</option>
<option value="200">Edu-Marketing Advisor</option>
<option value="201">Faculty Member</option>
<option value="202">Sr. Manager</option>
<option value="203">Information Security Governance Commitee Member</option>
<option value="204">Head of Education</option>
<option value="205">Marketing Generalist</option>
<option value="206">Assistant Vice President</option>
<option value="207">Director of Accounting and Administration</option>
<option value="208">Contributing Editor</option>
<option value="209">Chief Accounting Officer</option>
<option value="210">Author and Discussion Leader</option>
<option value="211">Digital Marketing Manager</option>
<option value="212">Certified Fraud Examiner & Certified Public Accountant</option>
<option value="213">Co-Founder and Practice Leader</option>
<option value="214">Senior Sales Executive</option>
<option value="215">National Membership & Marketing Director</option>
<option value="216">Chief Accounting Officer</option>
<option value="217">Senior Marketing Campaign Manager</option>
<option value="218">Channel Development Manager</option>
<option value="219">Senior Tax Manager</option>
<option value="220">Head of Marketing</option>
<option value="221">Director of People Ops</option>
<option value="222">FinTech Marketing</option>
<option value="223">Analyst</option>
<option value="224">Senior Manager</option>
<option value="225">Senior Product Manager</option>
<option value="226">Tax and Consulting</option>
<option value="227">Campaign Planner, Tax & Accounting Professionals</option>
<option value="228">Consulting Manager</option>
<option value="229">VP Finance & Operations</option>
<option value="230">VP Strategic Alliances</option>
<option value="231">CPA, JD, LLM</option>
<option value="232">Chief Operating Officer & Financial Advisor</option>
<option value="233">Account Executive</option>
<option value="234">Partner and Chief Operating Officer</option>
<option value="235">Regional Sales Director (West Coast)</option>
<option value="236">Regional Sales Director (East Coast)</option>
<option value="237">Founding Partner</option>
<option value="238">Managing Member</option>
<option value="239">Director, Strategic Accounting & Solutions Marketing</option>
<option value="240">Director of Marketing and PR</option>
<option value="241">Senior Counsel</option>
<option value="242">Partner Growth Manager</option>
<option value="243">Senior PEO Consultant</option>
<option value="244">Marketing Strategist & Certified Life Coach</option>
<option value="245">Cyber Liability/Data Breach Response Program Manager</option>
<option value="246">Business Advisor & Partner</option>
<option value="247">Gopher</option>
<option value="248">Director of Marketing and Growth</option>
<option value="249">SVP, Customer Success</option>
<option value="250">Nonprofit Partnership Manager</option>
<option value="251">Compliance Specialist</option>
<option value="252">Independent Digital Skills Advisor</option>
<option value="253">Associate Brand Manager</option>
<option value="254">Audit Instructor</option>
<option value="255">Director of Private Wealth Partner Senior Consultant</option>
<option value="256">Senior Financial Consultant</option>
<option value="257">Professional Speaker & Executive Consultant</option>
<option value="258">Chief Business Strategist</option>
<option value="259">Chief Software Architect</option>
<option value="260">Financial Writer, Editor & Trainer</option>
<option value="261">Global Director of Marketing</option>
<option value="262">Advisory Board member</option>
<option value="263">Senior Stakeholder Liaison</option>
<option value="264">Stakeholder Liaison</option>
<option value="265">Senior Product Marketing Manager</option>
<option value="266">Implementation Specialist</option>
<option value="19">Others</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light" data-toggle="dropdown" role="combobox" aria-owns="bs-select-3" aria-haspopup="listbox" aria-expanded="false" data-id="jobtitle" title="Owner">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">Owner</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-3" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-3" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-12">
<div class="form-group">
<label class="custom-small-font-label">Industry <sup>*</sup></label>
<!-- multiple -->
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="tue" name="industry[]" id="industry">
<option value="" disabled="">Type and select your Industry</option>
<option value="26">Accountants or Bookkeepers</option>
<option value="22">Accounting Firms</option>
<option value="29">Banking & Financial Services</option>
<option value="32">Business Broking/Valuation</option>
<option value="27">Financial Planning/Investment/Wealth Management</option>
<option value="33">Fraud & Forensics</option>
<option value="34">Government</option>
<option value="30">Insurance</option>
<option value="24">Law Firms</option>
<option value="31">Payroll</option>
<option value="23">Private Industry</option>
<option value="25">Tax Practice</option>
<option value="35">Trust & Estate Planning</option>
<option value="6">Others</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light" data-toggle="dropdown" role="combobox" aria-owns="bs-select-4" aria-haspopup="listbox" aria-expanded="false" data-id="industry"
title="Accountants or Bookkeepers">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">Accountants or Bookkeepers</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-4" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-4" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-12">
<div class="form-group">
<label for="professional_cred_cert">Professional Credentials & Certification<sup>*</sup></label>
<tags class="tagify tagify--noTags tagify--empty" tabindex="-1">
<span contenteditable="" data-placeholder="" aria-placeholder="" class="tagify__input" role="textbox" aria-autocomplete="both" aria-multiline="false"></span>
</tags><input type="text" name="professional_cred_cert" class="" value="" id="tagify_ind" autocomplete="off">
</div>
</div>
<!--new professional credential in place of professional credential and Additional Qualification-->
<!-- <div class="col-12" >
<div class="form-group">
<label>Professional Credentials & Certification<sup>*</sup></label>
<select class="" multiple data-live-search="true" id="professional_cred_cert" name="professional_cred_cert[]" multiple>
<option value="" disabled>Type and select your Professinal Credentials</option>
<option value="0">Others</option>
</select>
</div>
</div> -->
<!--End new professional credential in place of professional credential and Additional Qualification-->
</div>
<div class="row" style="overflow:auto;">
<div class="col-6 text-left"><button type="button" class="btnMain prevbtnMain previous">Previous</button></div>
<div class="col-6 text-right"><button type="button" class="next btnMain">Next</button></div>
</div>
</div>
</fieldset>
<fieldset id="personal_information" class="register-main">
<div class="pb-15">
<div class="row">
<div class="col-4">
<div class="form-group my-profile-ptin-mask">
<label data-toggle="tooltip" data-placement="top" title="PTIN number is required, if you are an Enrolled Agent and you want myCPE to report your attendance to the IRS" class="fa fa-info-circle" aria-hidden="true">PTIN </label>
<input type="text" maxlength="8" id="ptin" name="ptin" class="form-control ptin_tx" onkeypress="return onlyNumberKey(event)">
<span class="input-group-prepend">
<span class="input-group-text">P</span>
</span>
</div>
</div>
<div class="col-4">
<div class="form-group my-profile-ptin-mask">
<label for="email" data-toggle="tooltip" data-placement="top" title="CTEC ID is required, if you are an California Registered Tax Professional (CRTP) and you want myCPE to report your attendance to the California Tax Education Council."
class="fa fa-info-circle" aria-hidden="true">CTEC ID</label>
<input type="text" maxlength="6" class="form-control ctec_tx" onkeypress="return onlyNumberKey(event)" id="ctec_id" name="ctec_id" autocomplete="off">
<span class="input-group-prepend">
<span class="input-group-text">A</span>
</span>
</div>
</div>
<div class="col-4">
<div class="form-group my-profile-ptin-mask">
<label for="email" data-toggle="tooltip" data-placement="top" title="CFP Board ID is required, if you are an Certified Financial Planner (CFP) and you want myCPE to report your attendance to the CFP Board." class="fa fa-info-circle"
aria-hidden="true">CFP ID</label>
<input type="text" class="form-control" name="cfp_board_id" placeholder="CFP ID" autocomplete="off" onkeydown="customer_keydown(event);">
</div>
</div>
<div class="col-6">
<div class="form-group">
<label class="custom-small-font-label">Country</label>
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="true" name="country" id="country">
<option value="1">United States</option>
<option value="2">Albania</option>
<option value="3">Algeria</option>
<option value="4">American Samoa</option>
<option value="5">Andorra</option>
<option value="6">Angola</option>
<option value="7">Anguilla</option>
<option value="8">Antarctica</option>
<option value="9">Antigua And Barbuda</option>
<option value="10">Argentina</option>
<option value="11">Armenia</option>
<option value="12">Aruba</option>
<option value="13">Australia</option>
<option value="14">Austria</option>
<option value="15">Azerbaijan</option>
<option value="16">Bahamas The</option>
<option value="17">Bahrain</option>
<option value="18">Bangladesh</option>
<option value="19">Barbados</option>
<option value="20">Belarus</option>
<option value="21">Belgium</option>
<option value="22">Belize</option>
<option value="23">Benin</option>
<option value="24">Bermuda</option>
<option value="25">Bhutan</option>
<option value="26">Bolivia</option>
<option value="27">Bosnia and Herzegovina</option>
<option value="28">Botswana</option>
<option value="29">Bouvet Island</option>
<option value="30">Brazil</option>
<option value="31">British Indian Ocean Territory</option>
<option value="32">Brunei</option>
<option value="33">Bulgaria</option>
<option value="34">Burkina Faso</option>
<option value="35">Burundi</option>
<option value="36">Cambodia</option>
<option value="37">Cameroon</option>
<option value="38">Canada</option>
<option value="39">Cape Verde</option>
<option value="40">Cayman Islands</option>
<option value="41">Central African Republic</option>
<option value="42">Chad</option>
<option value="43">Chile</option>
<option value="44">China</option>
<option value="45">Christmas Island</option>
<option value="46">Cocos (Keeling) Islands</option>
<option value="47">Colombia</option>
<option value="48">Comoros</option>
<option value="49">Republic Of The Congo</option>
<option value="50">Democratic Republic Of The Congo</option>
<option value="51">Cook Islands</option>
<option value="52">Costa Rica</option>
<option value="53">Cote D'Ivoire (Ivory Coast)</option>
<option value="54">Croatia (Hrvatska)</option>
<option value="55">Cuba</option>
<option value="56">Cyprus</option>
<option value="57">Czech Republic</option>
<option value="58">Denmark</option>
<option value="59">Djibouti</option>
<option value="60">Dominica</option>
<option value="61">Dominican Republic</option>
<option value="62">East Timor</option>
<option value="63">Ecuador</option>
<option value="64">Egypt</option>
<option value="65">El Salvador</option>
<option value="66">Equatorial Guinea</option>
<option value="67">Eritrea</option>
<option value="68">Estonia</option>
<option value="69">Ethiopia</option>
<option value="70">External Territories of Australia</option>
<option value="71">Falkland Islands</option>
<option value="72">Faroe Islands</option>
<option value="73">Fiji Islands</option>
<option value="74">Finland</option>
<option value="75">France</option>
<option value="76">French Guiana</option>
<option value="77">French Polynesia</option>
<option value="78">French Southern Territories</option>
<option value="79">Gabon</option>
<option value="80">Gambia The</option>
<option value="81">Georgia</option>
<option value="82">Germany</option>
<option value="83">Ghana</option>
<option value="84">Gibraltar</option>
<option value="85">Greece</option>
<option value="86">Greenland</option>
<option value="87">Grenada</option>
<option value="88">Guadeloupe</option>
<option value="89">Guam</option>
<option value="90">Guatemala</option>
<option value="91">Guernsey and Alderney</option>
<option value="92">Guinea</option>
<option value="93">Guinea-Bissau</option>
<option value="94">Guyana</option>
<option value="95">Haiti</option>
<option value="96">Heard and McDonald Islands</option>
<option value="97">Honduras</option>
<option value="98">Hong Kong S.A.R.</option>
<option value="99">Hungary</option>
<option value="100">Iceland</option>
<option value="101">India</option>
<option value="102">Indonesia</option>
<option value="103">Iran</option>
<option value="104">Iraq</option>
<option value="105">Ireland</option>
<option value="106">Israel</option>
<option value="107">Italy</option>
<option value="108">Jamaica</option>
<option value="109">Japan</option>
<option value="110">Jersey</option>
<option value="111">Jordan</option>
<option value="112">Kazakhstan</option>
<option value="113">Kenya</option>
<option value="114">Kiribati</option>
<option value="115">Korea North</option>
<option value="116">Korea South</option>
<option value="117">Kuwait</option>
<option value="118">Kyrgyzstan</option>
<option value="119">Laos</option>
<option value="120">Latvia</option>
<option value="121">Lebanon</option>
<option value="122">Lesotho</option>
<option value="123">Liberia</option>
<option value="124">Libya</option>
<option value="125">Liechtenstein</option>
<option value="126">Lithuania</option>
<option value="127">Luxembourg</option>
<option value="128">Macau S.A.R.</option>
<option value="129">Macedonia</option>
<option value="130">Madagascar</option>
<option value="131">Malawi</option>
<option value="132">Malaysia</option>
<option value="133">Maldives</option>
<option value="134">Mali</option>
<option value="135">Malta</option>
<option value="136">Man (Isle of)</option>
<option value="137">Marshall Islands</option>
<option value="138">Martinique</option>
<option value="139">Mauritania</option>
<option value="140">Mauritius</option>
<option value="141">Mayotte</option>
<option value="142">Mexico</option>
<option value="143">Micronesia</option>
<option value="144">Moldova</option>
<option value="145">Monaco</option>
<option value="146">Mongolia</option>
<option value="147">Montserrat</option>
<option value="148">Morocco</option>
<option value="149">Mozambique</option>
<option value="150">Myanmar</option>
<option value="151">Namibia</option>
<option value="152">Nauru</option>
<option value="153">Nepal</option>
<option value="154">Netherlands Antilles</option>
<option value="155">Netherlands The</option>
<option value="156">New Caledonia</option>
<option value="157">New Zealand</option>
<option value="158">Nicaragua</option>
<option value="159">Niger</option>
<option value="160">Nigeria</option>
<option value="161">Niue</option>
<option value="162">Norfolk Island</option>
<option value="163">Northern Mariana Islands</option>
<option value="164">Norway</option>
<option value="165">Oman</option>
<option value="166">Pakistan</option>
<option value="167">Palau</option>
<option value="168">Palestinian Territory Occupied</option>
<option value="169">Panama</option>
<option value="170">Papua new Guinea</option>
<option value="171">Paraguay</option>
<option value="172">Peru</option>
<option value="173">Philippines</option>
<option value="174">Pitcairn Island</option>
<option value="175">Poland</option>
<option value="176">Portugal</option>
<option value="177">Puerto Rico</option>
<option value="178">Qatar</option>
<option value="179">Reunion</option>
<option value="180">Romania</option>
<option value="181">Russia</option>
<option value="182">Rwanda</option>
<option value="183">Saint Helena</option>
<option value="184">Saint Kitts And Nevis</option>
<option value="185">Saint Lucia</option>
<option value="186">Saint Pierre and Miquelon</option>
<option value="187">Saint Vincent And The Grenadines</option>
<option value="188">Samoa</option>
<option value="189">San Marino</option>
<option value="190">Sao Tome and Principe</option>
<option value="191">Saudi Arabia</option>
<option value="192">Senegal</option>
<option value="193">Serbia</option>
<option value="194">Seychelles</option>
<option value="195">Sierra Leone</option>
<option value="196">Singapore</option>
<option value="197">Slovakia</option>
<option value="198">Slovenia</option>
<option value="199">Smaller Territories of the UK</option>
<option value="200">Solomon Islands</option>
<option value="201">Somalia</option>
<option value="202">South Africa</option>
<option value="203">South Georgia</option>
<option value="204">South Sudan</option>
<option value="205">Spain</option>
<option value="206">Sri Lanka</option>
<option value="207">Sudan</option>
<option value="208">Suriname</option>
<option value="209">Svalbard And Jan Mayen Islands</option>
<option value="210">Swaziland</option>
<option value="211">Sweden</option>
<option value="212">Switzerland</option>
<option value="213">Syria</option>
<option value="214">Taiwan</option>
<option value="215">Tajikistan</option>
<option value="216">Tanzania</option>
<option value="217">Thailand</option>
<option value="218">Togo</option>
<option value="219">Tokelau</option>
<option value="220">Tonga</option>
<option value="221">Trinidad And Tobago</option>
<option value="222">Tunisia</option>
<option value="223">Turkey</option>
<option value="224">Turkmenistan</option>
<option value="225">Turks And Caicos Islands</option>
<option value="226">Tuvalu</option>
<option value="227">Uganda</option>
<option value="228">Ukraine</option>
<option value="229">United Arab Emirates</option>
<option value="230">United Kingdom</option>
<option value="232">United States Minor Outlying Islands</option>
<option value="233">Uruguay</option>
<option value="234">Uzbekistan</option>
<option value="235">Vanuatu</option>
<option value="236">Vatican City State (Holy See)</option>
<option value="237">Venezuela</option>
<option value="238">Vietnam</option>
<option value="239">Virgin Islands (British)</option>
<option value="240">Virgin Islands (US)</option>
<option value="241">Wallis And Futuna Islands</option>
<option value="242">Western Sahara</option>
<option value="243">Yemen</option>
<option value="244">Yugoslavia</option>
<option value="245">Zambia</option>
<option value="246">Zimbabwe</option>
<option value="249">Afghanistan</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light" data-toggle="dropdown" role="combobox" aria-owns="bs-select-5" aria-haspopup="listbox" aria-expanded="false" data-id="country" title="United States">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">United States</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-5" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-5" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-6">
<div class="form-group">
<label class="custom-small-font-label">State / Province<sup>*</sup></label>
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="true" name="state" id="state">
<option value="">-Select State-</option>
<option value="2">Alabama</option>
<option value="1">Alaska</option>
<option value="4">Arizona</option>
<option value="3">Arkansas</option>
<option value="5">California</option>
<option value="53">Cokato</option>
<option value="6">Colorado</option>
<option value="7">Connecticut</option>
<option value="9">Delaware</option>
<option value="8">District of Columbia</option>
<option value="10">Florida</option>
<option value="11">Georgia</option>
<option value="12">Hawaii</option>
<option value="14">Idaho</option>
<option value="15">Illinois</option>
<option value="16">Indiana</option>
<option value="13">Iowa</option>
<option value="17">Kansas</option>
<option value="18">Kentucky</option>
<option value="19">Louisiana</option>
<option value="54">Lowa</option>
<option value="22">Maine</option>
<option value="21">Maryland</option>
<option value="20">Massachusetts</option>
<option value="55">Medfield</option>
<option value="23">Michigan</option>
<option value="4183">Minneapolis</option>
<option value="24">Minnesota</option>
<option value="26">Mississippi</option>
<option value="25">Missouri</option>
<option value="27">Montana</option>
<option value="30">Nebraska</option>
<option value="34">Nevada</option>
<option value="31">New Hampshire</option>
<option value="32">New Jersey</option>
<option value="33">New Mexico</option>
<option value="35">New York</option>
<option value="28">North Carolina</option>
<option value="29">North Dakota</option>
<option value="36">Ohio</option>
<option value="37">Oklahoma</option>
<option value="56">Ontario</option>
<option value="38">Oregon</option>
<option value="39">Pennsylvania</option>
<option value="40">Puerto Rico</option>
<option value="57">Ramey</option>
<option value="41">Rhode Island</option>
<option value="42">South Carolina</option>
<option value="43">South Dakota</option>
<option value="58">Sublimity</option>
<option value="44">Tennessee</option>
<option value="45">Texas</option>
<option value="59">Trimble</option>
<option value="46">Utah</option>
<option value="48">Vermont</option>
<option value="47">Virginia</option>
<option value="49">Washington</option>
<option value="51">West Virginia</option>
<option value="50">Wisconsin</option>
<option value="52">Wyoming</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light bs-placeholder" data-toggle="dropdown" role="combobox" aria-owns="bs-select-6" aria-haspopup="listbox" aria-expanded="false" data-id="state"
title="-Select State-">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">-Select State-</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-6" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-6" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-6">
<div class="form-group">
<label class="custom-small-font-label">City <sup>*</sup></label>
<div class="dropdown bootstrap-select"><select class="selectpicker" data-live-search="true" name="city" id="city">
<option value="">-Select City-</option>
<option value="2">Akiachak</option>
</select><button type="button" tabindex="-1" class="btn dropdown-toggle btn-light bs-placeholder" data-toggle="dropdown" role="combobox" aria-owns="bs-select-7" aria-haspopup="listbox" aria-expanded="false" data-id="city"
title="-Select City-">
<div class="filter-option">
<div class="filter-option-inner">
<div class="filter-option-inner-inner">-Select City-</div>
</div>
</div>
</button>
<div class="dropdown-menu ">
<div class="bs-searchbox"><input type="search" class="form-control" autocomplete="off" role="combobox" aria-label="Search" aria-controls="bs-select-7" aria-autocomplete="list"></div>
<div class="inner show" role="listbox" id="bs-select-7" tabindex="-1">
<ul class="dropdown-menu inner show" role="presentation"></ul>
</div>
</div>
</div>
</div>
</div>
<div class="col-6">
<div class="form-group">
<label>Zip</label>
<input type="text" class="form-control" name="zipcode" id="zipcode" placeholder="Zipcode" autocomplete="off" onkeydown="customer_keydown(event);">
</div>
</div>
<!-- <div class="col-12" >
<div class="form-group">
<label>Topic of Interests </label>
<select name="intertest_topic[]" id="intertest_topic" multiple class="selectpicker" data-live-search="true">
<option value="" disabled>Select your Topic of Interests</option>
<option value="0">Others</option>
</select>
</div>
</div> -->
<div class="col-12 ">
<div class="form-group">
<label>Promo Code</label>
<div class="promo-div">
<input type="text" name="promocode" id="promocode" class="form-control" value="">
<button type="button" class="promocode-button" onclick="promocode_check()">Apply</button>
</div>
<span id="promocode-error-signup" class="text-danger small"></span>
</div>
</div>
<div class="col-6 d-none">
<div class="form-group">
<label>Referal Code</label>
<input type="text" name="ref" class="form-control" value="">
</div>
</div>
<div class="col-6 d-none">
<div class="form-group">
<label>Referal Code</label>
<input type="text" name="sref" class="form-control" value="">
</div>
</div>
<div class="col-6">
<script src="https://www.google.com/recaptcha/api.js?onload=onloadCallback&render=explicit" async="" defer="">
</script>
<script type="text/javascript">
var verifyCallback = function(response) {
$("#recapatcha").val(response);
};
var widget;
var onloadCallback = function() {
grecaptcha.render('widget', {
/*'sitekey' : '6LeSlsAUAAAAAH2zo6IcEWhyzo_yl8Hhm3UIQZfC',*/
'sitekey': '6LfnuvMbAAAAAGLLE8fLXUZrW3VF4-bbjG7RAUhG',
'callback': verifyCallback,
});
};
</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=6LfnuvMbAAAAAGLLE8fLXUZrW3VF4-bbjG7RAUhG&co=aHR0cHM6Ly9teS1jcGUuY29tOjQ0Mw..&hl=de&v=tftmXwdbgCvrXiHxr5HGbIaL&size=normal&cb=mxpjhmen5bha" width="304"
height="78" role="presentation" name="a-79vbecb9fmhr" 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><iframe style="display: none;"></iframe>
</div>
<input type="text" name="recapatcha" id="recapatcha" value="" style="height: 0; opacity: 0; margin: 0; padding: 0;">
</div>
<div class="col-12">
<div class="checkbox">
<label class="checkbox_ps">
<div class="checkbx">
<input type="checkbox" class="form-control" name="checkbox">
<span class="checkmark"></span>I accept <a class="term-Con" href="https://my-cpe.com/terms-and-conditions">Terms and Conditions</a>
</div>
</label>
</div>
</div>
<div class="col-12">
<div class="row">
<div class="col-6 text-left"><button class="btnMain prevbtnMain previous" type="button">Previous</button></div>
<div class="col-6 text-right"><button class="btnMain btnSubmit" type="submit">Submit</button></div>
</div>
</div>
</div>
</div>
</fieldset>
<div class="row mt-4" style="overflow:auto;">
<div class="col-12 text-center footer-txt">Already have an account? <a id="loginModal" href="javascript:void(0)">Login Here!</a> </div>
</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" novalidate="novalidate">
<input type="hidden" name="_token" value="WMrOrf4eRxuyMZTwKwpdoBfvvHuqMosWN8AkxHwQ">
<div class="row">
<div class="col-12">
<div class="form-group pb-3">
<label>Email <sup>*</sup> </label>
<input type="text" required="" class="form-control" name="email" id="email" placeholder="Enter your Email">
</div>
</div>
<div class="col-12">
<button class="btnMain submitBtn" type="submit">Submit</button>
</div>
<div class="col-12 text-center footer-txt"> Remember Password ? <a id="loginModal1" href="javascript:void(0)">Login Here!</a>
</div>
</div>
</form>POST
<form class="payment form_ps" id="multidate-payment-form" method="post" novalidate="novalidate">
<input type="hidden" name="_token" value="WMrOrf4eRxuyMZTwKwpdoBfvvHuqMosWN8AkxHwQ"> <input type="hidden" name="webinar_id" id="pop_webinar_id" value="">
<div class="row">
<div class="col-12">
<div class="form-group">
<label for="cardnumber">Card number</label>
<input type="text" class="form-control" id="cardnumber" maxlength="16" name="card_number" onkeyup="if (/\D/g.test(this.value)) this.value = this.value.replace(/\D/g,'')">
</div>
</div>
</div>
<div class="row">
<div class="col-12">
<div class="form-group">
<label for="cardnumber">Card holder (Name on card)</label>
<input type="text" class="form-control" autocorrect="off" spellcheck="false" id="cardholder" maxlength="25" name="cardholdername">
</div>
</div>
</div>
<div class="row">
<div class="col-8">
<div class="form-group">
<label for="cardnumber">Expire (Valid until)</label>
<div class="row">
<div class="col-6">
<select class="form-control expires-month" name="exp_month">
<option value="">MM</option>
<option value="01">01</option>
<option value="02">02</option>
<option value="03">03</option>
<option value="04">04</option>
<option value="05">05</option>
<option value="06">06</option>
<option value="07">07</option>
<option value="08">08</option>
<option value="09">09</option>
<option value="10">10</option>
<option value="11">11</option>
<option value="12">12</option>
</select>
</div>
<div class="col-6">
<select class="form-control expires-year" name="exp_year">
<option value="">YYYY</option>
<option value="2029">2029</option>
<option value="2028">2028</option>
<option value="2027">2027</option>
<option value="2026">2026</option>
<option value="2025">2025</option>
<option value="2024">2024</option>
<option value="2023">2023</option>
<option value="2022">2022</option>
<option value="2021">2021</option>
<option value="2020">2020</option>
<option value="2019">2019</option>
</select>
</div>
</div>
</div>
</div>
<div class="col-4">
<div class="form-group">
<label for="ccv">cvv</label>
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Login Here! × WELCOME TO MYCPE RECOVER PASSWORD! × The Email ID/Password is incorrect. Please try again. Email * Submit Remember Password ? Login Here! × PRACTICAL GUIDE TO IRAS – CONTRIBUTIONS & DISTRIBUTIONS FOR TRADITIONAL, ROTH, SEP & SIMPLE IRAS 4.5 (2) J. Patrick Garverick, CFP, CPA (US) The Garvs, LLC * AFSP * CPA (US) * CVA * EA * Tax Preparer * CPA/PFS * TEP * CTEC * CSA Published: July, 2021 Register 8 Credits $120 Register SUBJECT AREA TAXES WEBINAR QUALIFIES FOR 8 CPE credit of Taxes for all CPAs 8 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00077-19-S) 8 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0053) 8 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ ) 8 CPD credit (Verifiable) for CPA/PFS 8 CPD credit (Verifiable) for Certified Valuation Analyst (CVA) 8 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs) 8 CE credit for Certified Senior Advisor (CSA) 8 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00077-19-S) 8 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00077-19-S) 8 CE credit of Qualified Retirement Plan for ERPAs 8 General Educational credit for Tax Professionals / Bookkeepers / Accountants SELFSTUDY WEBINARS cash flow analysis-personal, business, real estate View Details corporate budget analysis best practices View Details creative collection techniques best practices in accounts receivable collection View Details demystifying the magic of deferred taxes View Details analyzing the company’s liquidity using the cash conversion cycle View Details advanced cash flow analysis View Details tips for for-profits applying nfp accounting rules for ppp funds View Details cash and credit management: the lifeblood of the business View Details comprehensive review of costing best practices View Details the cpa’s role in negotiating loan covenants View Details commercial real estate lending in today’s market (1) View Details libor and sofr transition for tax-exempt transactions View Details child support: the laws, rules and regulations for proper handling in the payroll department View Details working remotely - 5 strategies for success (6) View Details tricks for disputing and managing chargebacks (1) View Details YOU NEED TO REGISTER FOR THE WEBINAR TO WATCH THE VIDEO. Click Here to Register BEFORE STARTING THIS SELF STUDY PROGRAM, PLEASE GO THROUGH THE INSTRUCTIONAL DOCUMENT. THE TOPIC IS ALSO SCHEDULED AS LIVE WEBINAR ON THE FOLLOWING DATES Sep 16, 2021 | 09:00 AM EDT Register Sep 23, 2021 | 10:00 AM EDT Register Sep 30, 2021 | 11:00 AM EDT Register Oct 07, 2021 | 12:00 PM EDT Register × REGISTRATION PAYMENT Card number Card holder (Name on card) Expire (Valid until) MM 01 02 03 04 05 06 07 08 09 10 11 12 YYYY 2029 2028 2027 2026 2025 2024 2023 2022 2021 2020 2019 cvv Save this card for future payments You can not select previous month and year. Pay Now $ 0 × REGISTRATION PAYMENT with Saved Card Pay Now $0 * Course Description * Additional details * Presenter * FAQ Course Description OVERVIEW * Individual Retirement Account (IRA) Background 28 mins * Roth IRA Contribution MAGI Phase-out Ranges 74 mins * Five Taxable Year Period (§ 408A(d)(2)(8)) 105 mins * Participation requirements (§ 408(k)(2)) 152 mins * Distribution from Roth IRAs 215 mins * Amount distributed may be repaid 265 mins * RMDs During Employee's lifetime (When Taxpayer Turns Age 72) 327 mins * RMD Using the Join Life & Last Survivor Expectancy - Example 345 mins * Update QCD's after 2019 384 mins * Distributions from HSAs 397 mins COURSE DESCRIPTION Opening, funding, distributions, taxation rollovers, and beneficiaries are all important facets of dealing with the regular and Roth IRA including employer IRAs. The tax rules associated with the IRA can be incredibly complex particularly in the area of distributions and beneficiaries. We will work through these complexities as well as the issues to help you assist your clients in dealing with the critical decisions necessary to take full advantage of the powerful tax and distribution opportunities that congress has imparted on the IRA. This comprehensive online CPE/CE course is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The online continuing education course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. We will use all real-life examples & case studies to gain practical understanding. This online CPE webinar covers the following key topics: * An emphasis on newly enacted tax legislation affecting IRAs including those made by the SECURE & CURES Act * Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP, and SIMPLE IRAs * Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans * Roth IRA contribution phase-out limits as well as tax-free qualified distributions * Planning opportunities for conversions to ROTH IRAs * Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation * The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) * The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies * The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death * Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules J. Patrick Garverick is one of the most admired and best-reviewed Tax Speaker in the country and we are offering the classes at a much-discounted price during the pandemic. His courses have been best-reviewed time and again * For Quality of Content * For Relevance and Practical Case studies * For Best Teaching Approach * For Best Course Material Awards and Accolades * Award for Instructor Excellence for California Education Foundation * Award for Outstanding Course materials for California Education Foundation. * Rated top tax instructor in nearly every location he has presented * One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge. During this webinar, you will get Free E-Book worth $200. The book will be shared with you during the webinar. The book is copyright protected.. Click for more webinars on Trust, Estate, and Financial Planning | Latest Tax Updates LEARNING OBJECTIVES * To recognize the tax and non-tax advantages and disadvantages of the various IRAs (i.e. Traditional, Roth, SEP, SIMPLE and HSAs) * To learn how to calculate the maximum contributions to and taxable distributions from the various IRAs * To recall the exceptions to the 10% early withdrawal penalty from IRAs * To explain the rules and compute the required minimum distribution (RMD) from the IRAs during an account owner’s life (i.e. turns age 70 ½) and after their death * To identify the foundational tax concepts of retirement distribution planning. RECOMMENDED FOR This Online CPE/CE Tax webinar is IRS approved and is recommended for CPAs, EAs, CVAs, TEPs, ERPAs, CSAs, PFS, and Other Tax Professionals who wants to help their clients better manage their IRAs WHO SHOULD ATTEND? * Accountant * Accounting Firm * Accounting Managers * Bookkeepers & Accountants & Tax Preparers * Chief Accounting Officer * Cloud Accountants * CPA (Industry) * CPA - Mid Size Firm * CPA - Small Firm * CPA in Business * Entrepreneurial CPA * Maryland Tax Preparers * Oregon Tax Preparers * Senior Accountant * Staff of Accounting Firm * Tax Accountant (Industry) * Tax Attorney * Tax Director (Industry) * Tax Firm * Tax Managers * Tax Practitioners * Tax Preparer * Tax Professionals * Tax Pros * Young CPA Additional details ADDITIONAL DETAILS Duration : 400 minutes Subject Area : Taxes Course Level : Basic CPE Credits : 8 CE Credits : 8 IRS Course ID : GEHNZ-T-00077-19-S CTEC Course ID : 6273-CE-0053 Instructional Method : On Demand Videos Pre-requisites : None Advance Preparation : None NASBA APPROVED MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478 MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. IRS APPROVED MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478 MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary CTEC APPROVED MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478 MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org. Presenter ABOUT PRESENTER J. PATRICK GARVERICK, CFP, CPA (US) Accounting Manager, The Garvs, LLC Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting. During his time in college, Pat earned a letter as a member of the Ohio State Basketball squad. He remains a staunch supporter of the sports programs at his alma mater. Awards & accolades * Multi-time winner of the California Education Foundation’s 1) Award for Instructor Excellence and 2) Award for Outstanding Course materials * Rated top tax instructor in nearly every location he has presented * One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge. ABOUT COMPANY THE GARVS, LLC thetaxu.com/ Since 1993 award winning author and instructor J. Patrick “Pat” Garverick, CPA, MT, CFP® has been providing tax and financial training educational courses to business professionals through out the country. Pat is recognized as one, if not THE best tax instructor in the country. FAQ FAQ * myCPE self-study courses are online. * The self-study format allows you to access the material online 24/7 and study at your own pace. * As per NASBA guidelines, you have one year from date of registration to complete each program. * Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges. * Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams. * These are Live recorded presentations converted into Self Study (On-Demand Videos). REFUND/CANCELLATION POLICY * For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128 * Please email to help@my-cpe.com in case of any self study program queries. TESTIMONIAL 4.5 (2) 50% 50% 0% 0% 0% × RATE WEBINAR HOW WOULD YOU RATE YOUR EXPERIENCE WITH THE WEBINAR? 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