Estate Planning, Retirement Planning & Pension Planning After the SECURE Act

New Planning Strategies Post TCJA & COVID-19 Legislation
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Oct. 27, Nov. 16, Dec. 9, Jan. 11
(or 2 Half-Days option 10/27 & 10/28, 11/16 & 11/17, 12/9 & 12/10, 1/11 & 1/12)

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 last year. 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 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!

Additionally, this seminar will feature a bonus 1 hour segment that discusses many details of President Biden's proposed changes that affect estate tax planning.

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
  • BONUS SEGMENT ON PRES. BIDEN'S PROPOSED LEG'S

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.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation
  • Advance Preparation: None Required
  • $295.00 $260.00
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