AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
product-image
SECURE Act: A seismic shift in your clients' tax and financial plans
Personal Financial Planning
Webcast

SECURE Act: A seismic shift in your clients' tax and financial plans

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Learn the provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans.

$79.20 - $119
Do you have an AICPA membership? Log in to apply your member discount.
46656305-6110-4E90-B13F-627B274DF603Created with sketchtool.Included in Webcast Pass

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Author(s)

Robert S. Keebler

Availability

Learning Outcomes
  • Analyze the SECURE Act provisions to determine the impact on your clients
  • Evaluate tax and financial planning strategies
  • Choose the appropriate action steps to prepare your clients for implementing SECURE Act
Key Topics
  • Review SECURE Act
  • Help clients avoid disaster and prepare for Jan 1 changes
Product Details

New legislation effective January 1, 2020

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates.

To avoid a potential tax disaster, your clients who have substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. Join Bob Keebler, CPA/PFS, MST, AEP to learn:

  • Practical protocols and actionable takeaways to help you and your clients
  • Urgent estate administration protocols for late 2019 deaths
  • Urgent protocols to avoid disasters in case of early 2020 deaths
  • The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse
  • Reformations and decanting to avoid a spendthrift disaster
  • Selecting the right "heir" to receive the IRA
  • The new spousal rollover trap and disclaimer planning
  • IRD meets DNI – understanding the taxation of trusts named as IRA beneficiaries
  • Examples to explain the quantitative difference under the new law compared to the old
  • Using CRTs to maintain deferral and bracket management – the law and the math
  • The mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer
  • Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout
  • Using single life insurance to enhance bracket management - the unbiased math
  • Using Second-to-Die insurance to increase wealth transfer
  • Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts
Who Will Benefit
  • CPAs, tax professionals, financial planners and other qualified professionals
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$119.00
AICPA Members
$99.00
PFP Section Members
$79.20
Tax Section Members
$79.20
PFS Credential Holders
$79.20

Looking for group pricing?

We can help with discounts for group orders. Call us at 800-634-6780 (option 1), start a live chat with the icon to the right, or send us a note below.

Contact us
Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
None
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2
Speakers
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

SECURE Act: A seismic shift in your clients' tax and financial plans
Select from the following options:
Oct 13, 2020
5pm7pm GMT
Nov 17, 2020
6pm8pm GMT
Dec 15, 2020
6pm8pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
Do you have an AICPA membership? 
Log in to apply your member discount.

Related content