Inherited IRAs: What Every Practitioner Must Know, 2017

It includes more than 100 scenarios, questions, and answers that practitioner dealing with often complex retirement asset distributions are likely to encounter. Checklists, sample forms, and summaries of court rulings on inherited IRA cases provide additional tools and resources that will help readers best help their clients through what is often a very difficult time in their lives.. In April 2016, the US Department of Labor issued a final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners by expanding the “investment advice fiduciary” definition under the Employment Retirement Income Security Act of 1974 (ERISA) and modifying the complex of prohibited transaction exemptions for investment activities in light of that expanded definition. This new edition in

He has also been interviewed on CNN, CNBC, and WCBS. As an instructor for the Foundation for Accounting Education and the American Institute of Certified Public Accountants, Mr. Goldberg has authored manuals for the American Institute of Certified Public Accountants, J.K. He was formerly associated with the Internal Revenue Service. Mr. Mr. He is Professor Emeritus of Law and Taxation at Long Island University. John's University School of Law. Mr.

Goldberg has authored manuals for the American Institute of Certified Public Accountants, J.K. He has also been interviewed on CNN, CNBC, and WCBS. Mr. Goldberg is the recipient of the American Jurisprudence Award in Federal Estate and Gift Taxation from St. As an instructor for the Foundation for Accounting Education and the American Institute of Certified Public Accountants, Mr. Goldberg is also the author of Can You Trust Your Trust? and IRA Guide to IRS Compliance Issues, both with ABA Publishing.. Goldberg is currently a member of the IRS Long Island Tax Practitioner Liaison Committee. News & World Report, Business Week, the Wall Street Journal, and the Tax H