The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS

4.6 (28)

Robert Keebler, CPA

Keebler & Associates LLP

Wednesday, February 03, 2021 | 10:00 AM EST

  • AFSP
  • CFSA
  • CPA
  • EA
  • Tax Pros
  • PFS
  • CTEC
  • CFE

2 CPE | 2 CE

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061)

2 CE credit of Federal Tax Update for Oregon Tax Preparers

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

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

2 CE credit of Federal Tax for Maryland Tax Preparers

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

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

practical qb training - year end closing, analysis, being tax/audit ready

(189)

Feb 26, 2021 | 09:30 AM EST View Details

excel accountant - benefits risks of office 365

(7)

Feb 26, 2021 | 09:30 AM EST View Details

regulatory ethics guidebook for cpas: aicpa code of professional conduct

(3030)

Feb 26, 2021 | 10:00 AM EST View Details

best tax return workshop on s corporation (1120s) - 2020 updates

(112)

Feb 26, 2021 | 10:00 AM EST View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

(99)

Feb 26, 2021 | 10:00 AM EST View Details

investigations – a former fbi agent tells all

(4)

Feb 26, 2021 | 10:00 AM EST View Details

comprehensive guide to ppp - tax implications, forgiveness, forms & planning

(1761)

Feb 26, 2021 | 10:00 AM EST View Details

internal controls for businesses

(9)

Feb 26, 2021 | 10:00 AM EST View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(3)

Feb 26, 2021 | 10:00 AM EST View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

(2)

Feb 26, 2021 | 10:30 AM EST View Details

Additional Dates

Mar 03, 2021 | 12:30 PM EST Register

Course Description

The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule.

Under the SECURE Act, individuals who planned to use a “stretch” distribution strategy for individual retirement accounts (IRA) and defined contribution plan assets will need to rethink that strategy. As of the end of 2019, most non-spousal beneficiaries will be required to fully distribute inherited account balances by the end of the 10th year, following the death of the account owner.

We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. The legislation includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates.

Everyone needs to touch base with their clients on suggested improvements to their estate plans. The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points:

  • Flowcharts, checklists and practical protocols to help you help your clients.
  • Urgent estate administration protocols and disclaimers for late 2019 deaths.
  • Best strategies available to your clients and how to avoid the five year rule.
  • The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse.
  • Reformations and decanting to avoid a spendthrift disaster the latest thinking.

Learning Objectives

  • To recall the new spousal rollover trap and disclaimer planning.
  • Identify examples to explain the quantitative difference under the new law compared to the old
  • To recall single life insurance to enhance bracket management - the unbiased math
  • Using Second-to-Die insurance to increase wealth transfer
  • Identify action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • VP Accounts
  • Tax Managers
  • Accounting Managers
  • Tax Preparer

Testimonial

4.6

(28)
57%
43%
0%
0%
0%

DB

Another , masterful webinar by one of the kings of this discipline. Bob's webinars and slides offer great info to assist practitioners in completing many complex tasks. His webinars are not to be missed.

RO

I have attended a few seminars presented by Bob, and all well presented. We come away with a well understanding of Conduit and Accumulation Trust and how the Roth IRA is affected. Very knowledgeable and passionate about the subject matter.

LD

Very informative CPE. Presenter is knowledgeable and charasmatic

ED

EXCELLENT

KG

good

FS

GO OD