Webinar Details
Course Description

The SECURE Act makes the most significant changes to retirement plans since 2006. In this webinar, Steven Dilley, PhD, CPA, JD will provide an in-depth review of the SECURE Act and Disaster Relief Act, as well as new extenders provisions and changes to the Affordable Care Act.

Major Topics:

· Crippling of the “stretch” IRA

· Changes impacting estate and trust planning

· Small employer multi-employer retirement plans

· Retirement plans for long-term part-time employees

· Disaster relief provisions, such as pension plan distributions, relaxed limitations on casualty losses, employee retention credit, and others

· Extenders provisions, including mortgage life insurance premium as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence

· Numerous extensions of energy related provisions, such as new home energy credit

· Changes impacting the Affordable Care Act

Learning Objectives
  • Identify the tax implications of the SECURE Act on retirement planning.
  • Recognize how the recent changes impact small employer multi-employer retirement plans.
  • Recognize new extenders provisions, including mortgage life insurance premium as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence.
  • Understand other recent tax law changes including changes impacting the affordable care act and extensions of energy related provisions.
Prerequisites
  • A basic understanding of the Federal tax laws.
Who Should Attend

CPAs, accounting, tax, and finance professionals who would like to learn about the SECURE Act and other recent tax updates. 

Advanced Preparation

None. 

Presenter Details
  • Steven Dilley

    Steven C. Dilley, PhD, CPA, JD, is president of Federal Tax Workshops, Inc., in East Lansing, Michigan, where, for the past 37 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the U.S. He is nationally known for his knowledge of financial, accounting and tax issues of closely held businesses.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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.
Date & Time
Monday, January 20, 2020

3:00 PM EST (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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