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Live Webcast Replay

SECURE Act and Other 2019 Tax Legislation


Total Credits: 1 including 1 Taxes - Technical

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Not yet rated
Categories:
ACPEN Tax Institute |  Tax |  IRS Approved
Speaker:
Steven C. Dilley, CPA, JD, PhD
Course Levels:
Intermediate
Duration:
1 Hour
License:

Dates


Description

The SECURE act makes the most significant changes to retirement plans since 2006. This program addresses the key issues of the new SECURE Act, updates to the Extenders Act and Disaster Relief Act, and changes to the Affordable Care Act.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Learning Objective
  • Gain insight on the latest IRS interpretation of the new SECURE Act
  • Gain an understanding of updates and changes to the Extenders Act, Disaster Relief Act and Affordable Care Act

Major Subjects
  • Cripping of the "stretch" IRA
  • Changes impacting estate and trust planning
  • Small employer multi-employer retirement plans
  • Retirement plans for long-term, part-time employees
  • Disaster relief provisions such as pension plan distributions, relaxed limitations on casualty losses, employee retention creidt, and others
  • Extenders provisions, including mortgage life insurance premiums as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence
  • Numerous extensions of energy related provisions such as a new home energy credit
  • Changes impacting the Affordable Care Act

Course Materials

Speaker

Steven C. Dilley, CPA, JD, PhD's Profile

Steven C. Dilley, CPA, JD, PhD Related Seminars and Products


Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.


Additional Info

Basic Course Information

Prerequisites

Basic working knowledge of federal tax law.


Advanced Preparation

None


Designed For CPAs in public practice and industry seeking the latest IRS legislative updates.
Original Recording Date

04/01/2020


Yellow Book

No


Course Developer

Federal Tax Workshop


Date Added to Catalog

04/21/2020


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Live Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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