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Understanding The Secure Act (Comprehensive Overview Latest Updated)

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • SHRM - SCP
  • MRTP
  • CWS

Published: July, 2020

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • SECURE Act Provisions
    10 mins
  • IRA to Charity Transfers
    37 mins
  • Early Withdrawal Penalty Exceptions
    42 mins
  • IRA Compensation and Contribution issues
    49 mins
  • 401(k) Provisions
    55 mins
  • Additional Miscellaneous Retirement Provisions
    64 mins
  • SECURE Act Non-Retirement Plan Changes
    71 mins
  • IRC 179D - Energy Efficient Commercial Building Deduction
    91 mins
  • Affordable Care Act - Permanent Changes
    94 mins

Course Description


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:

  • Secure Act – Provisions
  • Individual Tax Extenders 
  • Business Tax Extenders
  • Affordable Care Act – Permanent Changes

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.

Learning Objectives

  • To identify the Secure Act and how it affects clients’ financial plans
  • To recognize the changes to retirement and interpret 529 plans
  • To recall extender legislation and interpret the various factors as they pertain to clients’ individual and business planning
  • To recall the changes to the Affordable Care Act

Recommended For

  • This Online CPE/CE webinar on Taxes is recommended for CPA, AFSP, CRTP, EA, and other Accounting, Tax, and Human Resource professionals who desire to help their clients with the tax law. 
  • This CE webinar on Taxes is recommended for Tax Professionals, Tax Preparers, Tax Advisors, Tax Attorneys, Tax Consultants, and Staff members working in Accounting or Tax firms.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounts Director
    • Enrolled Agent
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Accountant (Industry)
    • Tax Attorney
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Pros
    • VP Accounts

    Course Qualification

    Webinar Qualifies For

    • 2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
    • 2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0209)
    • 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00200-20-S)
    • 2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP)
    • 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00200-20-S)
    • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 2 CE Credit for Certified Wealth Strategist (CWS)
    • 2 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
    • Advance Preparation :


    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.


    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:


    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


    About Presenter

    Arthur Werner

    President, Werner-Rocca Seminars. Ltd

    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!

    About Company

    Werner-Rocca Seminars. Ltd

    Werner-Rocca Seminars, Ltd., is the premier company in the United States providing Continuing Professional Education to CPAs and other financial professionals.  Specializing in the areas of Estate Planning, Financial Planning, Asset Protection Planning, Retirement and Fringe Benefit Planning, and Tax Planning, Werner-Rocca Seminars provides "Cutting-Edge CPE"​ training in many different educational formats.  These formats include live seminars, video streaming through the internet, and self-study.


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    Ratings and Review


    9 Ratings



    Very Good









    Melissa Christian, CPA (US)

    Apr 20th, 2022

    good info for those not already familiar with the secure act, however the video is over two years old.

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