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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 (33)

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Tuesday, April 27, 2021 | 11:30 AM EDT

  • AFSP
  • CFSA
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CFE

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00160-20-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0172)

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

2 CPE credit for Certified Financial Services Auditor (CFSA)

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00160-20-O)

2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00160-20-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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.
  • To 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
  • To identify action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts

Who Should Attend?

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

Testimonial

Array
(
    [no_of_record] => 33
    [average] => 4.6061
)
 

4.6

(33)
61%
39%
0%
0%
0%

LD

Very informative CPE. Presenter is knowledgeable and charasmatic

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.

SK

The presentation was very useful.

ED

EXCELLENT

KG

good