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The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS

4.6 (33)

Robert Keebler, CPA, CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Thursday, June 11, 2020 | 11:30 AM EDT

  • AFSP
  • CFSA
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CFE

2 Credits

$20

Subject Area

Taxes

Course Description

We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule. 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.   Everyone needs to touch base with their clients on suggested improvements to their estate plans. The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points:

Learning Objectives

  • Flowcharts, checklists and practical protocols to help you help your clients
  • Urgent estate administration protocols and disclaimers for late 2019 deaths
  • Best strategies available to your clients and how to avoid the five year rule
  • The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse
  • Reformations and decanting to avoid a spendthrift disaster the latest thinking

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Preparer
  • Tax Pros
  • VP Accounts
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 33
    [average] => 4.6061
)
 

4.6

(33)
61%
39%
0%
0%
0%

LD

Very informative CPE. Presenter is knowledgeable and charasmatic

DB

Another , masterful webinar by one of the kings of this discipline. Bob's webinars and slides offer great info to assist practitioners in completing many complex tasks. His webinars are not to be missed.

RO

I have attended a few seminars presented by Bob, and all well presented. We come away with a well understanding of Conduit and Accumulation Trust and how the Roth IRA is affected. Very knowledgeable and passionate about the subject matter.

SK

The presentation was very useful.

ED

EXCELLENT

KG

good