Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

4.5 (493)

Carlos Dias Jr.

Carlos Dias Jr.

Friday, April 23, 2021 | 01:30 PM EDT

  • AFSP
  • CFE
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax Update for Oregon Tax Preparers

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

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

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit for Certified Senior Advisor (CSA)

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

May 26, 2021 | 02:30 PM EDT Register

Course Description

The Setting Every Community Up for Retirement Enhancement (or “SECURE”) Act went into effect on January 1, 2020. Join this CPE/CPD 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 Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.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,

This online CPE webinar covers following key topics:

  • 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
  • California Registered Tax Professional
  • CEO
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Finance Director
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Others
  • Personal Financial Specialist (PFS)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional

Testimonial

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(
    [no_of_record] => 493
    [average] => 4.4929
)
 

4.5

(493)
59%
33%
7%
1%
0%

JT

The presentation

PM

well worth my time

TM

Great topic and speaker!

MB

Program should be hour and 1/2 to sufficiently cover the material presented.

RC

none

MT

Speaker is very knowledgeable of the topic.