Critical Impact Of The Secure & Cares Acts On Your Clients Retirement And Estate Plans (Latest 2020)

4.5 (97)

Carlos Dias Jr.

Dias Wealth

  • CFP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
  • AFSP

1 Credit


Subject Area


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 Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290800)

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

You need to register for the webinar to watch the video.

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Before starting this self study program, please go through the instructional document.


  • Overview of Secure Act
    3 mins
  • IRA Contribution Age Limits Eliminated
    8 mins
  • IRA Owner Before December 31, 2019
    16 mins
  • IRAs and Asset Protection
    28 mins
  • Charitable Trusts
    37 mins

Course Description

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 Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.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

This CE webinar for Enrolled Agents (EAs) covers the following key considerations:

  • 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
  • CEO
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Finance Director
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA





well worth my time


Great topic and speaker!


I would rate my experience with the webinar as excellent with four stars.


It was good to have a review of all the changes in tax law.