Accredited Retirement Advisor Exam Review - Part 2

  • Registration Closed

This 2-hour webinar will review Personal Residence, Decedents Final Income Tax Return, Income Taxation of Estates and Trusts, Federal Gift Tax, Federal Estate Tax Returns and Tools of Estate Planning along with Ethics topics of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam. This webinars is designed to prepare attendees for the Accredited Retirement Advisor (ARA) exam. The ARA course materials will be referenced throughout. Review of the ARA course material and/or prior knowledge in the topic areas is STRONGLY recommended before attending these webinars. You can purchase the ARA course materials here

Registration for ARA examination is additional and optional. Learn more about the ARA credential here!

Learning Objectives
At the end of this course, you will be able to:

  • Apply the knowledge learned in the review course to pass the ARA exam.

IRS: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Federal Tax Law
CTEC CE: 2 Hours/Federal Tax Law

NSA Webinar Program Level: Basic Prerequisites: None Advance Preparation: recommended Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

Sandra R. Turner, ERPA, CPC, QPA

Sandra R. Turner is the founder and vice-president of Retirement Plan Specialists, Inc. a full service
fee-based administration, actuarial, and consulting firm for retirement plans of small to
medium sized entities. She is a widely respected expert and an acknowledged leader in her field
with over forty years of experience.

ACCREDITATIONS and AWARDS
 Enrolled Retirement Plan Agent (ERPA) – Ms. Turner is licensed to practice before the
Internal Revenue Service in retirement plan issues that are non-actuarial in scope becoming
one of the first individuals enrolled in this designation in June, 2009.
 Certified Pension Consultant, American Society of Pension Professionals &
Actuaries (ASPPA). Ms. Turner met the education and experience requirements for this
designation in March, 1990.
 Qualified Pension Administrator, American Society of Pension Professionals &
Actuaries, (ASPPA). Ms. Turner met the education and experience requirements for this
designation in August, 1989
 Continued Accreditation – Ms. Turner keeps current with all continuing education credits
as required by the IRS Office of Professional Responsibility and the American Retirement
Association.
 2016 Connie Murdock Award – Presented by the Small Business Council of America for
outstanding leadership and service in representing the interests of small business in tax and
employee benefit plans.
 2015 -2017 – Florida Commission Human Relations – gubernatorial appointment by
Governor Rick Scott as commissioner advocating human rights and nondiscrimination

Components visible upon registration.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.