Study Group: Inherited IRAs - What Assets are Safe?

Jan 20, 2015 02:00pm -
Jan 20, 2015 03:00pm
(GMT-5)

Event Description


 

Inherited IRAs: What Assets are Safe?

January 20, 2015 at 2pm EST


 

Registration Fees

 

CPE/CLE* Credit

AAA-CPA Members $15.00

Non-Members$30.00

 

Non CPE/CLE Credit

(Listen-Only)

AAA-CPA Members: FREE

 Non-Members $25.00 

 

The dial-in number and passcode are sent once registration is received. Materials for the program will be sent via email one day prior to the program. Please register for this program by clicking here 

Presented by:

Leon LaBrecque, JD, CPA, CFA, CFP®

The Clark v. Rameker case set new precedent in how inherited IRAs are handled when dealing with bankruptcy issues by ruling that an inherited IRA is not exempt from the beneficiary/owners creditors. How does this decision effect your clients? Endure you have the most up-to-date information on this important change. 

 

Leon LaBrecque is a practicing attorney, CPA, CFP® and CFA that has specialized in servicing individuals, families, and small businesses in the areas of financial, estate, and tax planning for over 32 years.  Leon is the founder and CEO of LJPR. Under Leon's 25 years of leadership, LJPR has grown to be recognized as one of the top independent investment advisers in the country.  

 

He has a passion for sharing his vast wealth management knowledge with everyone he can. He has authored a number of corporate retirement programs for municipalities and Fortune 500 companies across the country including CalPERS, the states of Montana, and Washington, and corporate clients including General Motors, Ford Motor Company, Lucent, and AT&T, among others.  In 1989, Leon founded the Masters of Science in Finance program while serving as the Department Chair of Finance and Economics at Walsh College.  LaBrecque's specialties include investment management for foundations and non-profit organizations, financial planning for automotive employees and retirees, and retirement planning for police officers and firefighters.

 

Leon also helped start the Michigan Alpha Project, for which he personally provided $100,000 for Walsh College investment students to invest in an all-Michigan portfolio.

 

Leon's passion for the outdoors is as strong as his passion for helping people make educated financial decisions. When he's not helping clients or hashing out the next big thing in wealth management, you'll probably find him kayaking one of our great lakes or playing with his three golden retrievers. 

 

CONTINUING EDUCATION INFORMATION

AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs 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. These programs meet the NASBA standards of 1 (50 minute) hour of instruction. 

*CLE varies by state. Though we are accredited for CLE in both TX and PA they will not accept Study Groups for credit. We are currently working on arranging for provider status for these programs through those states. If you require CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.

 



         



 




Event Type:Study Group
Category:Study Group
Early registration ends on Aug 03, 2014.
Regular registration starts on Aug 04, 2014 and ends on Jan 19, 2015.
Late registration starts on Jan 20, 2015.
(GMT-05:00) Eastern Time (US & Canada)