SECURE Act 2.0 by Arthur Werner

New Estate & Retirement Planning Strategies


CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Any Day Dec. 24-28, or 31
or Monday January 8, 2024
or Any Day January 22-25
or Any Day February 5-8

TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern

LOCATION: All New (January 2023) Pre-Recorded Webinar

Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

Topics & Learning Objectives Include:

  • Mandatory Automatic Enrollment
  • Credit For Small Employer Pension Plan Startup Costs
  • Enhancement of The Saver’s Credit
  • Increase in Starting Age For RMDs
  • Indexing IRA Catch-Up
  • Higher Catch-Up Limit Age 61, 62, 63, And 64
  • Student Loan Payments As Elective Deferrals For Matching Contributions
  • Start Up Credit Costs For Employers Joining An Existing Plan
  • Financial Incentives For Contributing To a Plan
  • Withdrawals For Certain Emergency Expenses
  • SIMPLE Plan changes
  • Starter 401(K) Plans
  • Sec 529 Plan To Roth Rollovers
  • Emergency Savings Accounts
  • Enhancement of 403(B) Plans
  • Qualified Charitable Distributions to Split Interest Entity
  • Retirement Savings Lost and Found
  • New Retirement Planning Strategies
  • And Much More!

Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Pensions, Estate & Trusts and Elder Law issues.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Retirement Plan Taxation
  • Advance Preparation: None Required
  • $159.00 $119.00
    Important Message

    Attendee Names

    Note: Please make sure you enter each attendee name correctly. This is so they don't miss out on earning credits and receiving course material.

    All attendees are required to register and pay even when not earning CPE credit.

    1st Attendee

    Please check off what type of credits you are registering for:

    (check off all that apply)

    Please choose the types of credits this attendee is registering for

    CPAs do not need to enroll for IRS credit. Please check only one of these boxes.

    Add to wishlist


    For multiple seminar discounts or for firm discounts please contact us

    Recently Viewed Products

    Our website will be closed for seminar registrations every Friday at sundown and will re-open Saturday after sundown. You can still view the seminar archives using your link.

    To download our Fall & Winter 2023 Schedule click here.
    To download our CLE brochure click here.

    For any questions or concerns please email us at or leave a message at (718) 544-1929.