The Mathematics of Estate Planning for IRAs After the Secure Act

4.6 (99)

Robert Keebler, CPA

Keebler & Associates LLP

Friday, March 05, 2021 | 12:00 PM EST

  • AFSP
  • CFP
  • CFSA
  • CPA
  • CVA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC

1.5 CPE | 1 CE | 1.5 CPD

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1.5 CPE credit for Certified Financial Services Auditor (CFSA)

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

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 CPD credit (Verifiable) of Estate Planning for PFSs

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

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061)

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

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions.

This CPE Estate Planning webinar will cover : 

  • Designated and Non-Designated Beneficiary Trusts.
  • Conduit Trusts
  • Five-year rule vs Ten-year rule or Life Expectancy Rule.
  • Income and Estate Tax-free benefits of IRA relocation.
  • Section 664 CRT tier rules
  • Benefits of using the State Tax-Exempt IRA trust to reduce State Income Taxes
  • Changes in Estate Planning Strategies for IRAs after Secure Act

This online cpe webinar is for CPA, EA, AFSP,  PFS, CTEC and other Tax Professionals.

Learning Objectives

  • To understand the new changes relating to IRAs and employer plans.
  • To learn how to apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To Develope a thorough understanding of the Deferral and Tax Rate arbitrage associated with a Charitable Remainder Trust.
  • To understand the Income and Estate Tax-Free Benefits of IRA relocation.
  • To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Tax Pros
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Managers
  • Tax Preparer

Testimonial

4.6

(99)
70%
21%
7%
1%
1%

MG

Timely and relevant.

JS

Your class was informative.

MM

I had a really hard time following this webinar. Makes a lot of assumptions that you know certain terminology. The lecture was all over the place and the slides did not always correspond to the handout I downloaded.