Understanding The Secure Act (Comprehensive Overview Latest Updated) 2 Credits
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SECURE ACT IS NOW LAW. EVERYONE NEEDS TO RECONSIDER EVERYTHING!
At last, Congress has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act. Which originally passed the House in July, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on December 20 by President Donald Trump. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged accounts and preventing older Americans from outliving their assets. The main points of the Secure Act affect retirement plans for small businesses and taxpayers’ payout requirements from their retirement plans. This new legislation contains significant changes relating to IRAs and employer plans as well as some important income tax changes. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.
After much delay and anticipation, the SECURE Act was enacted as a part of the spending bill. 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. The effective date was 1/1/2020.
This webinar will explain and detail the SECURE Act and meet two specific objectives: 1) to act as a supplement to the Federal Tax update and 2) to teach practitioners how to use and implement these changes in a client’s overall financial and estate plan. The categories discussed in this course, changes to retirement and 529 plans, extender legislation, and changes to the Affordable Care Act, will all serve as aids in providing thorough and comprehensive financial planning for clientele.
This Online Continuing Education webinar on Taxes will cover the following Key Topics:
This Online CPE/CE webinar on Taxes will provide you with a history of this legislation, a summary of its main provisions, and planning ideas for clients affected by the act.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00200-20-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00209) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) | 2 CE | Approved |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Federal tax-related matters for LTC | 2 CE | Approved |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00200-20-S) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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 aintenance 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.
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.
Arthur Werner is president of Werner Rocca Seminars Ltd., and he leads our team through innovation, strategy, and operations. He is passionate about learning and teaching as he has instructed over 100 live seminars this year and another 100 or more online training with webinars and webcasts annually. Art received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. When Art is not enjoying time with his wonderful family he is most likely enjoying an ice hockey game as he is a huge fan!
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AW
Very good slides and very well presented. But none of the material had been updated for some time, so it is up to the student to seek out other sources and correct the handout accordingly.
MC
good info for those not already familiar with the secure act, however the video is over two years old.
May 12, 09:00 AM ET
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May 12, 10:00 AM ET
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May 12, 10:00 AM ET
May 12, 10:00 AM ET
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