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Submitted URL: https://www.cpe1.floodermax.com/33f/353/4e6d/3bdh34bp547g38a.html
Effective URL: https://www.cpewarehouse.com/courses/the-secure-act-planning-for-post-mortem-distributions-after-the-proposed-regulations?utm...
Submission: On July 20 via manual from US — Scanned from DE
Effective URL: https://www.cpewarehouse.com/courses/the-secure-act-planning-for-post-mortem-distributions-after-the-proposed-regulations?utm...
Submission: On July 20 via manual from US — Scanned from DE
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You need to enable javascript to view this website. You are currently acting as a learner. Return to Management * Sign In * Cart (0) * * Menu * Course Catalog * About Us * Making a Difference * Self Study * Tax Bites THE NEW SECURE ACT REGULATIONS WERE ISSUED EARLY FEBRUARY 2022 AND THE IMPACT IN ESTATE PLANNING After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. * Course Outline * Faculty * Credits and Other Info * Giving Back * FAQ Learning Objectives Understand new estate planning best practices for IRAs, including the source of the changes and the mathematics the options. Specifically, this session will include the following: Course Outline * A review of how the new regulations are structured * Flowcharts to distill the new rules to common practical situations * Nuisances to the new 10-year rule * Planning for the surviving spouse * Planning to capture the exceptions to the new 10-year rule Live Q&A session will be held after the event. Who Should Attend? CPAs and EAs, and other tax and financial professionals LIVE WEBCAST 1pm CT | 12noon MT | 11am PT This VILT/Webinar Template meets on the following dates: * Wed, Jul 20th 2022 02:00 pm – 04:00 pm EDT ENROLL TODAY $159.00 Price: $199.00 Enroll Now -------------------------------------------------------------------------------- Gift this course Have a coupon code? Already Enrolled? Sign In The CPE Warehouse advantage -------------------------------------------------------------------------------- * Easy access to Mobile & Tablet * Save time at the comfort of your desk * Questions? Email us at cpe@cpewarehouse.com Share This Buy Now © 2022 Asterid Group Inc. Powered By Thought Industries USA Office 1717 Pennsylvania Avenue NW Suite 1025, Washington, DC 20006 USA 1-647-946-2328 cpe@cpewarehouse.com Canada Office 6th Floor, 180 John St Toronto ON M5T 1X5 1-647-946-2328 cpe@cpewarehouse.com * About Us * Locations & Directions * Contact Us * Privacy Policy * Cancellation Policy * Terms of Use * * * © 2021 CPE Warehouse. | Powered By Thought Industries | All Rights Reserved