Roth Conversion in 2010

This course, based on the highly rated session from the AICPA Tax Strategies Conference, will teach you the basics of Roth IRAs and the mathematical factors which make them both a viable income tax and estate tax planning tool. At the end of this audio course, you will be able to:

• Explain how the elimination of the AGI limitation affects Roth IRAs after 2009 and provides opportunities for many taxpayers and practitioners.
• Evaluate the factors and tactical considerations that go into the decision to convert a regular IRA to a Roth IRA.
• Identify the problems inherent in Roth IRA conversions.
• Explain the provisions of IRC Section 7216.
• Analyze the “Segregated Conversion” strategy to maximize the tax benefits of a Roth IRA conversion.

Listen in as Robert Keebler, CPA, MST, DEP, of Virchow, Krause & Company, LLP, in Green Bay, Wisconsin, discusses these important topics in Roth IRA conversions.

Note: The Conference On-Demand will be available immediately after completing the purchase process Access instructions will be shown on the Order Confirmation Screen and also included in the Order Confirmation Email This course is not transferrable to other users Only the purchaser/user will be able to earn CPE credit