Retirement Planning & Pension Planning After the SECURE Act New Planning Strategies Post TCJA
Previous
Next
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Full Day Option: Jan 13, Jan. 25, Feb. 11
or
Half Day Option For Jan. 13 Only: View 4 Credits on Day 1 and 4 Credits on Day 2 - 12:00-3:40PM Eastern on each day.
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: 12:00 - 3:40 P.M. Eastern on each day.
LOCATION: Webinar Rebroadcast
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. This all new seminar will provide a complete analysis of of how the SECURE Act affects your retirement planning. Additionally, this seminar is updated for the changes included in the COVID-19 legislation. An amazing course - Do not miss this!
Topics & Learning Objectives Include:
- Overview of the SECURE ACT
- RMD changes
- IRA changes
- “Stretch” changes
- New penalty exceptions
- 401(k) plan changes
- New Retirement Planning Strategies
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
Related Products
3 Credits
A Comprehensive Analysis
Wednesday January 13, Or January 27 or On-Demand Archive (NO CPE CREDIT for On-Demand)
Pre-Recorded Webinar
$169.00 $129.00
2 Credits
(Tentative Date - Awaiting IRS Guidance) Thursday January 28, 2021 or On-Demand Archive (NO CPE CREDIT for On-Demand )
Webinar Rebroadcast
$115.00 $89.00
2 Credits
Wednesday February 10, 2021
Webinar Rebroadcast
$115.00 $89.00
4 NJ Ethics Credits
Sponsored by Accounting Educators
Jan. 21, Feb. 11
Webinar Rebroadcast
$195.00 $155.00
8 Credits
Featuring New Post TCJA & COVID-19 Strategies & Updates
Full Day Option: Jan. 7, Jan. 21, Feb. 4
or
Half Day Option For Jan. 7 Only: View 4 Credits on Day 1 and 4 Credits on Day 2 - 12:00-3:40PM Eastern on each day.
Webinar Rebroadcast
$295.00 $275.00
8 Credits
Featuring New Post TCJA & COVID-19 Strategies & Updates
Full Day Option: Jan 21, Feb. 11
or
Half Day Option For Jan. Only: View 4 Credits on Day 1 and 4 Credits on Day 2 - 12:00-3:40PM Eastern on each day.
Webinar Rebroadcast
$295.00 $275.00