MYCPE ONE
John Paul Ruiz QKA

John Paul Ruiz QKA

  • John Paul Ruiz brings 27+ years of retirement and financial services expertise to his role at Entrust. He’s held key positions at Ascensus, the IRA Institute, and ABA, and holds QKA and CISP certifications.
  • At Entrust, John Paul ensures ERISA compliance and empowers the team with deep industry knowledge. His leadership strengthens client service and keeps retirement operations aligned with evolving regulations.
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30+

Years of Experience

4.6/5

Average Rating

85%

Avg. Completion Rate

30+

Number of Courses
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Here’s what MYCPE ONE speakers bring to the table
  • Recognized industry experts
  • Timely insights on trends and regulations
  • Specialized knowledge across core and emerging topics
  • Experience-backed thought leadership

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Reviews and Ratings

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out of 5

365 ratings

Excellent

Very Good

Average

Poor

BM

Brandie Merrell,
4 rating rating rating rating

The course instructor was very knowledgeable about the subject matter and easy to understand.

WS

WILLIAM SILVAN, Owner
5 rating rating rating rating rating

Great teacher. I would like to see more course information in the notes. It is easier for me to follow if i can make notes on the handout

DC

Douglas P Condon, Owner
5 rating rating rating rating rating

Wow. This one of the best presentations I have experienced; the instructor covered so much material in a logical organized manner, in so little time!

FT

Fawn Taylor,
5 rating rating rating rating rating

Organized, easy to follow, more information than I expected, definitely learned useful information.

DB

Dylan Brown,
5 rating rating rating rating rating

Clear, thorough, and highly practical. The course provided an excellent breakdown of Traditional and Roth IRA distribution rules, including basis recovery using Form 8606, Roth ordering rules, and IRC 72(t) penalty exceptions. The examples were helpful, and the instructor explained complex topics in an easy-to-follow manner. Strongly recommend for CPAs and tax professionals working with retirement planning.

SM

Sarah Moul,
4 rating rating rating rating

Outlines basic requirement for contributing to a Traditional or Roth IRA.

ME

Mohan Eerpina, Others
4 rating rating rating rating

It helps me a lot to update with latest tax rules and regulations to work on the latest contributions and distributions of traditional and roth iras.

PG

Paul Gentry, Account and Project Manager
3 rating rating rating

Good presentation.

RP

Reba Porter, Owner
4 rating rating rating rating

Full explanation of how RMD is determined and reported

DS

David Smith, Owner
5 rating rating rating rating rating

I could not print out the Key Terms page. Show examples of filling in real numbers from Forms 1099R and 5498 into Form 1040 and 8606.

CP

Carolanne Petrusiak, President
3 rating rating rating

Very thorough. Went over 2 hours though.

MM

Michael Magee, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Perfect presentation. The right amount of time, the right topics, great examples. Totally awesome

John Paul Ruiz QKA

John Paul Ruiz QKA

Ruiz Consulting LLC

4.6
You don’t have to be perfect, just better than yesterday!
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