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Retirement Planning Landscape After the SECURE and CARES Acts

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: July, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • So, How did we get here?
    10 mins
  • What did the the act not change?
    15 mins
  • Classification of IRA beneficiaries after the secure act
    17 mins
  • The CARES acts of 2020 and 2021
    24 mins
  • Qualified versus non-qualified plans
    38 mins

Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. 

Analyzing retirement plan distributions is hard enough without the uncertainty of a global pandemic. The changes implemented by the SECURE Act and CARES Act add another layer of complexity for taxpayers nearing retirement or re-evaluating distribution plans in light of current market conditions.

In this CE/CPE course, speaker Warren Bergstein will review the pension law known as ERISA and its legislative history leading up to the SECURE Act. Changes made temporarily by the CARES Act are also explored.

Changes made by the Act have profound effects on how distributions are made from qualified plans, changes in contribution rules, and effects on other plans including Section 529 plans. Financial planners will be made aware of Congress’s reasoning for making these revisions. That understanding will help to understand what may lie ahead as legislators grapple with even more changes, some favorable to our clients, others not so.

Here is the link to your interests: IRS Approved CE Webinars| CE Courses for ERPA

Learning Objectives

  • To discuss the legislative history of the pension law from ERISA to the SECURE Act.
  • To show financial planners the significance of knowing the rules that will affect their clients for current planning and years to come.
  • To explore the risks involved with not planning and not understanding Congressional intent in making these changes in future planning.
  • To analyze the effect of powers given to trustees whether exercised or not exercised. 
  • To explain the effect of the revisions made by the CARES Act, although mostly temporary to deal with the COVID-19 situation.
  • To identify pending legislation that will affect future planning.
  • To describe the role of qualified plans and other employee benefits in comprehensive financial planning.

Recommended For

  • This Online CE/CPE webinar is recommended for CPA, CFA, CIPM, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, TEP, CSA, PFS, EA, ERPA, AFSP, CRTP, MRTP, ORTP, CFIRS, CWS, Tax Professionals, Tax Directors, Tax Practitioners, Financial Planners, and Tax Attorneys desiring to understand the Tax aspects of Retirement Planning.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01139-22-S)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01139-22-S)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01139-22-S)
  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01139-22-S)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Retirement Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01140-22-S)

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

Warren Bergstein, CPA, AEP©

Partner, - Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

About Company

- Adelman Katz & Mond LLP

akmcpa.com/

We got started in business more than 40 years ago. At fi rst we were what you might expect — the people who fi lled out the tax forms and did the fi nancial statements, etc. We were — and still are — great number crunchers. Gradually, though, our clients began relying on us more and more for advice about how to protect and grow their assets, how to make their businesses run better and even how to take some of the worry out of fi nancial decision-making. So we worked hard to get even smarter about these and other fi nancial issues. 

Our partners hold certifi cations in fi nancial planning, are on the faculties of universities in the New York metro area and possess a wide range of fi nancial and insurance licenses. And we work with a broad network of fi nancial specialists with every conceivable approach. We either know the answer — or we know who to ask; we can do what you need, or we can connect you with someone who can. We’re here for you.

Today, nearly 1,500 clients — small- and mediumsized businesses in all sectors, high net worth individuals and not-for-profi ts — consider Adelman Katz & Mond their most trusted business advisors. We’re proud of our record and the successes we’ve been able to generate for our clients. We might just be the partner you’re looking for to help with your fi nancial management issues. Call us for a free consultation. We’ll help you select the AKM CPA whose knowledge base and approach are right for you.

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