SPEAKER: Arthur J. Werner, Esq.
DATE: Choose Either A Full Day Option on Thursday July 16, 2020
or Half Day Option: View 4 Credits on July 16 and 4 Credits on July 17 - 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 July 16 & 17
LOCATION: Due to COVID-19 we will be running this seminar as a WEBINAR REBROADCAST only. If conditions improve, there will be an option to attend at the:
New Yorker Hotel 34th St. & 8th Ave. NYC
NOTE: This seminar will be recorded immediately prior to the actual seminar date in order to provide the most up-to-date guidance. Additionally, there will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!
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.