Critical Update: The SECURE Act and Other Late 2019 Tax Changes Webinar

Feb 18
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

At long last, Congress has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act. This new legislation contains significant changes relating to IRAs and employer plans as well as some important income tax changes. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.
Highlights
  • Elimination of the “stretch” IRA for certain IRA and employer plan beneficiaries
  • The 10-year rule for IRA and employer plan required minimum distributions
  • Estate planning and estate tax planning after changes in IRA and employer plan rules
  • Increase in age for required minimum distributions
  • Repeal of maximum age for traditional IRA contributions
  • Changes in multi-employer qualified plans
  • Change allowing part-time, long-term workers to participate in qualified plans
  • Extender provisions that were reenacted
  • Newly enacted income tax provisions
  • Changes related to certain Affordable Care Act provisions

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. WYNK-2020-01-WEBNR-49-01 Level: Update

Prerequisites: A basic understanding of individual income tax

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Tucker