Latest Secure & Cares Acts 2021 | CE Credit

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

Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Overview of Secure act

4 mins
IRA RMDs Increased to Age 72

10 mins
IRA Owner Before December 31, 2019

19 mins
RMDs Waived in 2020

26 mins
Medicare Part B Premiums

40 mins

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 Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.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

Click here for webinars on Latest Tax Updates | IRS Audit Representation | Free Ethics

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

Recommended For

This online CPE Tax webinar is recommended for CPAs, EAs, CFPs, Tax Preparers, and other finance and tax professionals who want to support their clients with Retirement and Estate planning services

Who Should Attend?

Accountant
Accounting Firm
Business Owner
California Registered Tax Professional
CEO
Certified Financial Planner
Certified Fraud Examiner
Certified Senior Advisor
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Enrolled Agent
Entrepreneurial CPA
Finance Director
Maryland Tax Preparers
Oregon Tax Preparers
Personal Financial Specialist (PFS)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Trust & Estate Specialist
Trust & Estate Tax Professional
Young CPA

Course Qualification

Webinar Qualifies For

1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-U-00474-21-S)
1 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
1 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Fraud Examiner (CFE)
1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0474)
1 CE Credit for Annual Filing Season Program (AFSP)
1 CPE Credit for Financial Services Certified Professional (FSCP)
1 CPD Credit for Personal Financial Specialist (PFS)
1 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit for Certified Financial Planner (US) (Approval No. 298701)
1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00474-21-S)
1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00474-21-S)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Carlos Dias

Advisor, Carlos Dias Jr.

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

About Company

Carlos Dias Jr.

www.diaswealth.com

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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