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Live Webcast Replay

The SECURE Act, the Extenders, and How it Applies to Retirement Planning


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
   111
Categories:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Speaker:
Arthur Werner
Course Levels:
Intermediate
Duration:
4 Hours
License:

Dates


Description

Congress did it to us again!  Waiting until the last minute, 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.  In addition, this legislation renewed a number of expired tax provisions by retroactively (to 2019) extending the provisions through December 31, 2020.  The legislation also repealed certain provisions of the Affordable Care Act.  This course is will explore all of these changes and will help you understand these issues so that your compliance season will proceed smoothly.

 

**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

Major Subjects
  • Overview of the SECURE ACT
  • RMD changes
  • IRA changes
  • “Stretch” changes
  • New penalty exceptions
  • 401(k) plan changes
  •  Employer tax credits
  • Extender legislation
  • ACA changes

Learning Objectives
  • To help all tax professionals to become familiar with the provisions and implications of the SECURE Act prior to the start of the tax season as well as to explain to all tax professionals the renewal of the various tax provision (the “extenders”) and the repeal of certain tax-related provisions of the Affordable Care Act.

Course Materials

Speaker

Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other tax professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 01/15/2020
Original Recording Date 01/30/2020

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 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.

Promo Video

Reviews

5
4
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1

Overall:      4.7

Total Reviews: 111

Comments

David S

"Werner Rocca was excellent."

Paul M - Bloomfield Twp, Michigan

"THANKS"

Andrew R

"Nice job"

Peter B - Troy, Michigan

" "

Douglas E

"Good job Art. "

Megan J - Royal Palm Beach, Florida

"Presenter was engaging. I didn't fall asleep. "

Ana H - Spring, Texas

"Art Werner does a great job on presenting difficult material."

BARBARA G - SLIDELL, Louisiana

"Excellent speaker!"

Byron S

"Great presentation. Would like to hear Art again."

Bryan C

" "