New Course Available on Net Unrealized Appreciation

MILWAUKEE –May 4, 2017– Quest CE, premier provider of compliance training and tracking technology solutions, today announced the addition of a new Firm Element course to its e-learning catalog.

The course, “Net Unrealized Appreciation,” examines the potential benefits and regulatory requirements that are associated with NUA tax treatments of lump-sum distributions from qualified retirement plans. Additionally, the course provides different scenarios designed to help advisers decide when it is appropriate to recommend NUAs as a tax savings option for individual clients.

Course Topics Include:

  • Qualified and Disqualified Assets
  • NUA Transaction Rules
  • Net Unrealized Appreciation
  • Additional Tax Factors
  • Benefits of NUA Transactions
  • Suitability Scenarios
  • Highly Concentrated Holdings
  • Special Considerations for ESOPS
  • Preparing for a Successful NUA Transaction

For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail sales@questce.com. To view Quest CE’s Firm Element course catalog, click here.

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About Quest CE

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.

Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.