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SECURE Act: A Seismic Shift in Your Clients’ Tax and Financial Plans

Description

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. Join Bob Keebler, CPA/PFS, MST, AEP to learn practical protocols and actionable takeaways to help you and your clients.

Learning Objectives

*Analyze the SECURE Act provisions to Determine the Impact on your clients *Evaluate tax and financial planning strategies *Choose the appropriate action steps to prepare your clients for implementing SECURE Act

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Taxes
2
Who Should Attend

CPAs, Tax professionals, Financial planners, Other qualified professionals

Instructor(s)
Robert Keebler
Advanced Preparation

None

Location
Online
Event Information
When
Dec 15, 2020
1:00 pm - 3:00 pm EDT
Location
Online
Total CPE Credits
2
Format
Webcast Replay

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SECURE Act: A Seismic Shift in Your Clients’ Tax and Financial Plans


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