Webinar: QCD & Superpowers: Saving Taxes One Distribution at a Time by Tax Practice Pro

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About

2 IRS CE/CTEC/NASBA CPE*

This Program explores strategic planning opportunities using Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Participants will examine QCD and Charitable Gift Annuity (CGA) strategies, RMD planning considerations, OBBBA MAGI phase-out provisions, and IRMAA implications to help clients coordinate charitable giving, retirement distributions, and income-based tax planning decisions.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: Taxes

IRS Program #: 7Q3WU-T-00943-26
CTEC Course #: 6248-CE-00284

Price

$89.00

Language

English

Who can attend

Everyone

Dial-in available? (listen only)

Not available.

Hosted By Tax Practice Pro

Tax Practice Pro is a nationwide provider of live and webinar based Continuing Education. We help tax professionals grow. Learn more at TaxPracticePro.com

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Featured Presenters

Larry Pon

CPA/PFS, CFP, EA, USTCP, AEP

Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business...

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