REGISTER NOW for THE premier Spring Event, coming together live or virtual, to Celebrate Our Profession and Fund Our Foundation's Future

How The 2022 SECURE Act Proposed Regulations Will Impact Your Clients

Description

The long-awaited SECURE Act proposed regulations are finally here

Retirement, tax, and estate plans for your clients need to be rechecked as a result of the recently proposed SECURE Act regulations. IRA beneficiary designations and trust distributions need to be reviewed, among other items.

As you develop a plan to maximize postmortem distributions, tune into this webcast to learn about:

– Flowcharts, checklists, and practical protocols to help you help your clients
– 2021 RMDs that were likely missed in the case of death post required beginning date
– Key points related to the new proposed regulations compared with the existing rules
– When the 5-year rule, 10-year rule, and the life expectancy rules apply
– What happens when an eligible designated beneficiary dies
– Drafting and implementing disability and chronically ill trusts
– Drafting beneficiary forms for multiple children and trusts
– How the rules impact planning with trusts and trusts as beneficiaries
– Rules to follow based on date of death before or on/after January 1, 2020
– And much more!

Note: Event is CFP Confirmed

Learning Objectives

* Recognize the New proposed regulations compared with the existing rules.
-* Identify how to maximize post mortem distributions based on facts and circumstances.
-* Identify planning Strategies and next Steps for your relevant clients.

Major Topics

* The new proposed regulations compared with the existing rules
* When the 5* year rule, 10* year rule, and the life expectancy rules apply
* How to maximize postmortem distributions based on facts and circumstances

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

* tax professionals who serve individual clients
-* CPA financial planners and other Professional financial planners
– practitioners who provide tax, retirement, estate, investment, and/* or risk management planning services

Instructor(s)
Robert Keebler
Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, and tax planning

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
May 17, 2022
12:00 pm - 1:30 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

MEMBER


$ (% off)
$87.00

NON-MEMBER


$ (% off)
$109.00
Become A Member

Register for this Event

How The 2022 SECURE Act Proposed Regulations Will Impact Your Clients


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×