Philanthropic Opportunities with SECURE Act 2.0 1 Credit
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Sep 03, 01:00 PM
ET
Just when you thought you had a solid grasp of the SECURE Act, the government introduced a new round of changes that might have you feeling like it's back to the drawing board!
But fear not, because, in this CE Tax Course, we've got you covered. We'll start with a primer on the original SECURE Act to ensure everyone's on the same page. Then, we'll dive headfirst into the second version, shedding light on how these updates are creating positive impacts on your clients' capacity to contribute to their beloved nonprofit organizations.
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of the SECURE Act, it is important to know how the original version, plus this change, affects charitable giving opportunities.
Major Topics Covered:
Join this webinar to unravel the intricacies of the SECURE Act, both old and new, and discover how these changes are opening up exciting opportunities for your clients to support the causes they care about most!
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Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.
For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.
Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.
Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
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RS
Great overview of charitable considerations and benefits. I always wondered about some of the specifics that were covered today regarding CRUTS, CRATS, etc. Nicely done.
Great presentation. The SECURE Act 2.0 is filled with continuing aspects of tax law change. We need more of these presentations.
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