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How The 2022 SECURE Act Proposed Regulations Will Impact Your Clients
Personal Financial Planning
Webcast

How The 2022 SECURE Act Proposed Regulations Will Impact Your Clients

Every client who has a substantial qualified plan or IRA needs your guidance on what the SECURE Act means for them.

Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

1.5

Author(s)

Robert S. Keebler

Availability

3 months

Product Number

WC3742264

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 Business & partner 
Product Details

The long-awaited SECURE Act proposed regulations are finally here

Retirement, tax, and estate plans for your clients need to be rechecked as a result of the recently proposed SECURE Act regulations. IRA beneficiary designations and trust distributions need to be reviewed, among other items.

As you develop a plan to maximize postmortem distributions, tune into this webcast to learn about:

  • Flowcharts, checklists, and practical protocols to help you help your clients
  • 2021 RMDs that were likely missed in the case of death post required beginning date
  • Key points related to the new proposed regulations compared with the existing rules
  • When the 5-year rule, 10-year rule, and the life expectancy rules apply
  • What happens when an eligible designated beneficiary dies
  • Drafting and implementing disability and chronically ill trusts
  • Drafting beneficiary forms for multiple children and trusts
  • How the rules impact planning with trusts and trusts as beneficiaries
  • Rules to follow based on date of death before or on/after January 1, 2020
  • And much more!

Note: Event is CFP Confirmed

Key Topics

  • The new proposed regulations compared with the existing rules
  • When the 5-year rule, 10-year rule, and the life expectancy rules apply
  • How to maximize postmortem distributions based on facts and circumstances

Learning Outcomes

  • Recognize the new proposed regulations compared with the existing rules.
  • Identify how to maximize post mortem distributions based on facts and circumstances.
  • Identify planning strategies and next steps for your relevant clients.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, and tax planning
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr 30 mins
Pricing
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
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

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