2020 Retirement Changes

This course reviews the impact of the tax acts that led up to 2019, and then the 2020 legislation that altered and added important factors dealing with retirement funds. This course goes over the 2020 guidance for preparing taxes.

Last Revision: November 2020


$15.00
Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

This course reviews the impact of the tax acts that led up to 2019, and then the 2020 legislation that altered and added important factors dealing with retirement funds. This course goes over the anticipated 2020 guidance for preparing taxes. A number of examples that preparers may see in 2020 are shown to help clarify specific situations we may face.

Learning Objectives

  •           Review the different parts of the Acts affecting retirement.
  •           Discuss tax outcome of some client retirement strategies.
  •           Assess positive or negative value of tax law changes.
  •           Go over examples of clients with retirement plans.
Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
CPE Facts
NASBA 1 QAS Self-Study Taxes N/A 103137
CTEC 1/0 Self-Study Federal Tax Update 3038-CE-0242 3038
IRS 1 Self-Study Federal Tax Update FQTGU-U-00395-21-S FQTGU
Texas State Board of Accountancy 1 Self-Study Taxes 100331 002921
Pennsylvania State Board of Public Accountancy 0.5 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Affilliation

 

Drake Software is an IRS-qualified sponsor of continuing professional education.

 
 

Drake Software 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.learningmarket.org

  

Drake Software has been approved by the California Tax Education Council to offer 2020 Retirement Changes, CTEC # 3038-CE-0242, which provides 1 hour of federal credit and 0 hours of state credit towards the annual continuing education requirement imposed by the State of California. 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, at (877) 850-2832, or at www.ctec.org.

 

Drake Software is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

Course Policies

Send cancellation requests to Support@DrakeCPE.com. Requests must be made within 30 days of purchasing the course. To be granted a full refund, you must not have completed and earned continuing education for the course. No refunds will be issued after the course expiration date. For more information regarding the refund policy or to address concerns or complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

Other Details
Last Revision November 2020
Course Expiration The CPE portion of this course expires one year from date of purchase