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Thursday, January 16, 2020 Webcast

Surgent's Critical Update: The SECURE Act and Other Late 2019 Tax Changes (X1-WYNK-2020-01-WEBNR-16-01)

1:00 PM - 3:00 PM EST
webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

Tax practitioners who anticipate advising clients with respect to changes associated with this new legislation as well as any tax professional preparing 2019 income tax returns,

BENEFITS

  • Elimination of the "stretch" IRA for certain IRA and employer plan beneficiaries
  • The 10-year rule for IRA and employer plan required minimum distributions

HIGHLIGHTS

  • Understand the new changes relating to IRAs and employer plans
  • Understand new and extended income tax provisions enacted as part of this new legislation
  • Apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules

COURSE LEVEL

Update

PREREQUISITES

A basic understanding of individual income tax.

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$89.00 - Member

$89.00 - Non Member

Pre-Registration Closed

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COURSE DEVELOPER

Surgent