CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

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

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
  • ERPA
Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00474-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0474)

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

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00474-21-O)

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00518-21)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00474-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

This Course is Also Available in Self Study (On-Demand)

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 Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.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

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





Good experience


Great overview of the pre-2020 and post-2019 tax law changes pertaining to retirement accounts.


Great webinar that touched in depth but also covered enough ground on the SECURE Act. Very valuable information!


The webinar fulfilled my expectations for this course.


This was a very interesting class - the information provided was very helpful.


Very useful information presented!