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Understanding The Secure Act (Comprehensive Overview Latest Updated)

Understanding The Secure Act (Comprehensive Overview Latest Updated)

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00200-20-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0209)

2 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00200-20-S)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00200-20-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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


  • SECURE Act
    10 mins
  • IRA to Charity Transfers
    37 mins
  • Early Withdrawal Penalty Exceptions
    42 mins
  • Additional Miscellaneous Retirement Provisions
    49 mins
  • 401(k) Provisions
    55 mins
  • Additional Miscellaneous Retirement Provisions
    64 mins
  • SECURE Act Non-Retirement Plan Changes
    71 mins
  • Tax Extenders
    91 mins
  • Affordable Care Act
    94 mins

Course Description


The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act,

At long 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 Dec. 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 taxpayer’s 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 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 webinar 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

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