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Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 07/21/2025 from 1:00 pm to 3:00 pm
 Thu, 08/28/2025 from 10:00 am to 12:00 pm
 Mon, 09/29/2025 from 3:00 pm to 5:00 pm
 Fri, 10/24/2025 from 2:00 pm to 4:00 pm
 Tue, 11/18/2025 from 10:00 am to 12:00 pm
 Tue, 12/23/2025 from 2:00 pm to 4:00 pm
 Fri, 01/23/2026 from 2:00 pm to 4:00 pm
 Wed, 02/18/2026 from 1:00 pm to 3:00 pm
 Mon, 03/23/2026 from 10:00 am to 12:00 pm
 Wed, 04/22/2026 from 1:00 pm to 3:00 pm
Designed For:

All practitioners advising clients on these complex issues

Prerequisite:

None

Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the new distribution options for beneficiaries, as clarified by the proposed RMD regulations for SECURE Act 1.0
  • Communicate to clients new opportunities for participants and beneficiaries to avoid excise tax and costly penalties
  • Talk to clients about implementing unique tax-saving opportunities for spouses and other eligible designated beneficiaries
  • Be well-versed in other recent developments that affect IRAs and employer plans

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.