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Critical Impact Of The Secure Act On Your Clients Retirement And Estate Plans

  • Accountant
  • AFSP
  • CRTP
  • CFE
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • CSA
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.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?

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

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0138)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CE Credit of Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00121-20-O)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00121-20-O)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00121-20-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. 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, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Carlos Dias

Advisor, Carlos Dias Jr.

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

About Company

Carlos Dias Jr.

www.diaswealth.com

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

220 Ratings

Excellent

120

Very Good

79

Average

20

Poor

0

Terrible

1

JK

Jing Kwok, CPA (US)

Feb 25th, 2020

Thank you very much for delivering a great presentation! Your advices are extremely helpful! Thank you again!

AV

Amy Vinson, Tax Professional

Feb 19th, 2021

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

RN

Roberta Nail, CPA (US)

Jan 15th, 2021

Good review of the Secure Act but a bit outdated. Otherwise an excellent webinar.

RB

Ruth Baker, EA

Jun 3rd, 2021

This was a learning experience, which I was able to take away productive points

ED

Erin Doyle, CPA (US)

Dec 15th, 2020

Enjoyed learning something new.

Critical Impact Of The Secure Act On Your Clients Retirement And Estate Plans

FREE

1 Credit

Subject Area

Taxes

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