CRITICAL IMPACT OF THE SECURE ACT ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS

4.5 (466)

Carlos Dias Jr.

Dias Wealth

Friday, February 19, 2021 | 11:30 AM EST

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • ORTP
  • PFS
  • TEP
  • CTEC

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Update for Oregon Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

The Setting Every Community Up for Retirement Enhancement (or “SECURE”) Act went into effect on January 1, 2020. Join this webinar to understand the changes in how they’ll impact your clients' retirement and estate plans. Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.  Join this webinar to go through the significant changes and this webinar also covers key considerations including:

  • 401(k)s for part-time employees
  • IRA contributions for graduate students
  • Penalty-free withdrawals for student loan debt
  • Penalty-free withdrawals for birth or adoption
  • Annuities in 401(k) plans
  • IRA contribution age limits eliminated
  • Required Minimum Distributions (RMDs) increased to age 72
  • Elimination of the “Stretch” IRA

Learning Objectives

  • To get the overview of the SECURE Act
  • To recognize various payout options for beneficiaries before December 31, 2019 and after January 1, 2020
  • To realize various tax ramifications and how asset protection will be vital going forward
  • To identify the planning opportunities to pass assets efficiently

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • Accountant
  • Business Owner
  • Others
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • CPA in Business
  • Finance Director
  • CEO
  • Tax Managers
  • Tax Preparer

Testimonial

4.5

(466)
56%
35%
7%
1%
0%

MD

Good presentation

WK

none noted

CED

myplatform ran fine

LL

Informative & Insightful

AV

As always, CPE had provided the best instructors along with a comprehensive presentation.

MB

great