Total Credits: 1 including 1 Taxes - Technical
Pre-tax retirement savings never made sense. But it was our only option decades ago. Now we have something much more powerful in the Roth. However, people are investing pre-tax like it's 1980. James will discuss the power of investing in the Roth and how a solid understanding of this investment vehicle can help clients save in tax-advantaged accounts for the future. CPAs can add value to their practice by helping their clients understand these vehicles and whether to convert pretax savings into Roth accounts.
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| The Power of the ROTH Handout (1.5 MB) | Available after Purchase | ||
James Studinger grew up in Michigan’s Upper Peninsula. He is an avid outdoorsman enjoying camping, hiking, fishing, exploring and endurance events. James founded Tour Da Yoop, Eh – a 1,200 mile 10 stage bike tour around the U.P. known as the Chasing Plaid Challenge. He is a speaker, and the author of the book Wealth Is a Choice and firmly believes in the empowerment of financial education. James is a financial planner at JPStudinger Wealth Advisors, working to help people better understand their relationship with money and achieve financial independence. He lives in Bloomfield Hills with wife Kris and two sons.
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Mon, Jun 30, 2025 - 05:00pm to 05:58pm EDT
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Tue, Jul 15, 2025 - 09:00am to 09:58am EDT
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Wed, Aug 06, 2025 - 04:00pm to 04:58pm EDT
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Fri, Sep 19, 2025 - 02:00pm to 02:58pm EDT
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Thu, Oct 23, 2025 - 12:00pm to 12:58pm EDT
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Wed, Nov 05, 2025 - 09:00am to 09:58am EST
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Sat, Dec 06, 2025 - 10:00am to 10:58am EST
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Mon, Jan 26, 2026 - 07:00pm to 07:58pm EST
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There are no definitive prerequisites, but an understanding of how Traditional IRAs and workplace retirement plans are taxed will help with understanding the course discussions.
None
CPAs looking for a better understanding of the tax advantages that come from Roth IRAs and workplace retirement plans.
7/1/25
No
MICPA
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. 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
Group Internet Based
Online Registration
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
