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Tuesday, April 27, 2021 Live Webcast

The SECURE Act, the Extenders, and How it Applies to Retirement Planning (X4-3197412)

2:00 PM - 5:54 PM EDT
webcast

Vendor Platform

4.0 CPE Credits in TX

OVERVIEW

Congress did it to us again! Waiting until the last minute, Congress passed bipartisan tax legislation which President Trump signed into law on December 20, 2019. This legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is largely designed to provide improvements to retirement savings and income in retirement. In addition, this legislation renewed a number of expired tax provisions by retroactively (to 2019) extending the provisions through December 31, 2020. The legislation also repealed certain provisions of the Affordable Care Act. This course is will explore all of these changes and will help you understand these issues so that your compliance season will proceed smoothly. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

DESIGNED FOR

CPAs, EAs, and other tax professionals

BENEFITS

  • To help all tax professionals to become familiar with the provisions and implications of the SECURE Act prior to the start of the tax season as well as to explain to all tax professionals the renewal of the various tax provision (the “exte

HIGHLIGHTS

  • Overview of the SECURE ACT
  • RMD changes
  • IRA changes
  • “Stretch” changes
  • New penalty exceptions
  • 401(k) plan changes
  •  Employer tax credits
  • Extender legislation
  • ACA changes

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

INSTRUCTOR

Arthur Werner

Arthur J. Werner, ESQ.

Werner & Schwartz

PRICING

$129.00 - Member

$159.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN