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CRITICAL IMPACT OF THE SECURE ACT ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS ( LATEST 2020)

4.5 (834)

Carlos Dias Jr.

Carlos Dias Jr.

Tuesday, February 25, 2020 | 02:00 PM EDT

  • AFSP
  • CFEs
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA

1 Credit

FREE

Subject Area

Taxes

Course Description

The Setting Every Community Up for Retirement Enhancement (or “SECURE”) Act went into effect on January 1, 2020. Join this webinar to understand the changes in how they’ll impact your clients' retirement and estate plans. Due to the recent changes, Clients with IRA trusts might be affected due to outdated language and need to be updated as soon as possible since previous advice given by an attorney, accountant, or financial advisor is most likely outdated or incorrect and needs to be revised.  Join this webinar to go through the significant changes and this webinar also covers key considerations including:

  • 401(k)s for part-time employees
  • IRA contributions for graduate students
  • Penalty-free withdrawals for student loan debt
  • Penalty-free withdrawals for birth or adoption
  • Annuities in 401(k) plans
  • IRA contribution age limits eliminated
  • Required Minimum Distributions (RMDs) increased to age 72
  • Elimination of the “Stretch” IRA

Learning Objectives

  • To get the overview of the SECURE Act
  • To recognize various payout options for beneficiaries before December 31, 2019 and after January 1, 2020
  • To realize various tax ramifications and how asset protection will be vital going forward
  • To identify the planning opportunities to pass assets efficiently

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • CEO
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Finance Director
  • Others
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros

Testimonial

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(
    [no_of_record] => 834
    [average] => 4.4796
)
 

4.5

(834)
57%
35%
7%
1%
0%

MA

Excellent!

AW

Great CPE - instructor was very knowledgeable and explained topics so everyone could easily understand

KF

Always impressed by this speaker and his availability and accomplishments. Truly impressive.

AC

This was an EXCELLENT presentation! The presenter did a great job taking his time to explain the content of the materials being presented. I learned a lot of great information. Thank you so much!!

MG

An excellent webinar relating to relevant tax and financial planning issues.

NR

Excellent!