Log Out

How The 2022 SECURE Act Proposed Regulations Will Impact Your Clients

 Tue, 05/17/2022 from 12:00 pm to 1:30 pm
23 / 2-90262
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$87.00 Regular Registration
Your Price
$109.00 Regular Registration
Designed For:

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


Basic knowledge of financial planning, retirement planning, estate planning, and tax planning

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!

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate

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 AICPA.

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.