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Leslie Bonacum
847-267-7153
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Neil Allen
847-267-2179
neil.allen@wolterskluwer.com

New Ideas on IRA, Qualified Plan Distributions Subject of CCH Audio Seminar

(RIVERWOODS, ILL., August 29, 2006) – CCH, a Wolters Kluwer business and a leading provider of tax information, software and services is presenting a 100-minute audio seminar on IRA and qualified plan distribution strategies in light of the Pension Protection Act of 2006, featuring Robert S. Keebler and Barry Picker, on Tuesday, September 5, at 2 p.m. Eastern, 1 p.m. Central (CCHGroup.com/Audioconferences).

The massive new Pension Protection Act of 2006 represents the most important change for pensions in more than 30 years.  In addition to setting forth new rules for defined benefit plans, the Act also addresses retirement savings held in IRAs, 401(k) and other defined contribution plans.  These provisions affect tens of millions more taxpayers than do the new pension rules.

In this extremely timely seminar, nationally-recognized retirement planning experts Robert S. Keebler and Barry Picker will lead a practical discussion on the new and enhanced retirement-savings incentives in the Pension Protection Act of 2006 and other recent developments. They will discuss new IRA and qualified plan distribution strategies and considerations in light of these changes.  Issues they will cover include:  

  • Overview of the IRA and qualified retirement plan distribution provisions of the Pension Protection Act of 2006 and the Tax Increase Prevention and Reconciliation Act of 2005;
  • Rev. Rul. 2006-26 (qualifying an IRA payable to a QTIP trust for the marital deduction);
  • Rev. Rul. 2005-36 (post-mortem disclaimers);
  • PLR 200537004 (qualifying an IRA payable to trust for separate share treatment);
  • PLR 200620025 (transferring an IRA to a grantor trust during lifetime);
  • Applying for IRC §9100 relief on failed 60-day rollovers; and
  • Private Letter Ruling requests — when and how to apply.

This timely seminar is an absolute must for anyone who advises clients on distributions from IRAs and qualified retirement plans.

About the Speakers

Robert S. Keebler, CPA, MST is a partner with Virchow, Krause & Company, LLP and chair of the Virchow, Krause Estate and Financial Planning Group. From 2003 to 2006, Keebler was named by CPA Magazine as one of the top 100 most influential practitioners in the United States. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning and estate administration.  Keebler frequently represents clients before the IRS National Office in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 100 favorable private letter rulings including several key rulings of “first impression.”  He is the Editor-in-Chief of CCH’s Journal of Retirement Planning and a member of CCH’s Financial and Estate Planning Advisory Board.  Keebler is the author of over 75 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

Barry C. Picker, CPA/PFS, CFP is a shareholder in Picker, Weinberg & Auerbach, CPAs, P.C.,an accounting and financial planning firm located in Brooklyn, N.Y.  He regularly consults with other professionals on retirement planning issues. Picker has appeared on radio and television, and has been quoted in numerous publications, including Worth, Fortune, The New York Times, The Wall Street Journal, Investors Business Daily, Newsweek, Kiplingers, and Business Week.  He regularly speaks to other accounting and financial planning professionals on estate planning and financial planning topics. Picker is the author of Barry Picker’s Guide to Retirement Distribution Planning, is a member of the NYS Society of CPAs Estate Planning and Personal Financial Planning Committees, is the former chairperson of the NYS Society of CPAs’ Employee Benefits Committee, and is a member of the Estate Planning Council of New York City.

How Audio Seminars Work

CCH’s live audio conferences require nothing more than a telephone connection. For the $249 per site fee, an unlimited number of listeners at a site can participate, get up to speed and in-the-know on this hot new topic.

CPE Credit

Two hours of CPE credit are also available for the seminar for an additional $25 for each person wishing to receive a CPE certificate for participation in the seminar.

Special Bonuses

Along with detailed handout materials, each site registering for this audio seminar will receive the following special bonuses from CCH:

  • a free copy of CCH’s Pension Protection Act of 2006: Law, Explanation and Analysis; and
  • a free issue of CCH’s Journal of Retirement Planning.

How to Register

To register online using a credit card go to https://www.krm.com/cch. To register by phone, call CCH Customer Service at 1-800-775-7654. Please have your credit card information ready. For more information, go to CCHGroup.com/Audioconferences.

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, audit and accounting information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research Network™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.

Wolters Kluwer is a leading multinational publisher and information services company. The company’s core markets are spread across the health, corporate services, finance, tax, accounting, law, regulatory and education sectors. Wolters Kluwer has annual revenues (2005) of €3.4 billion, employs approximately 18,400 people worldwide and maintains operations across Europe, North America and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

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