Webcast
Update
CPE Credits
1 Credits: Taxes
Course Description
After mid-term elections, speculation ran rampant regarding the potential for SECURE 2.0 to be enacted in the lame duck session. With the signing of this updated legislation, Bob Keebler reviews the incredible sales opportunities for financial and wealth planners. However, every financial and wealth planner will be required to master the important new rules contained in the bill. The best way to get a jump start and prepare for SECURE 2.0 is to join Bob Keebler in his exclusive Western CPE Webcast.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify updated RMD rules, including increase in age to 75;
- Describe modifications of rules involved with retirement accounts;
- Identify new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans;
- Understand changes to the 10% excise tax;
- Describe withdrawal opportunities for qualified disasters and emergency expenses; and
- Understand inflation adjustments for catch-contributions.
Course Specifics
|
Course ID WC1823320865 |
Revision Date January 6, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02307-23-O
IRS Federal Tax Update Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02307-23-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1876
CTEC Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1876
CTEC Federal Tax Update Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …
SECURE 2.0 Act: Know the Changes to IRA, 401(k), Roth, & Other Retirement Plans
CPE CREDITS
1 Credits: Taxes
$38.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Update
CPE Credits
1 Credits: Taxes
Course Description
After mid-term elections, speculation ran rampant regarding the potential for SECURE 2.0 to be enacted in the lame duck session. With the signing of this updated legislation, Bob Keebler reviews the incredible sales opportunities for financial and wealth planners. However, every financial and wealth planner will be required to master the important new rules contained in the bill. The best way to get a jump start and prepare for SECURE 2.0 is to join Bob Keebler in his exclusive Western CPE Webcast.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify updated RMD rules, including increase in age to 75;
- Describe modifications of rules involved with retirement accounts;
- Identify new provisions for qualified birth or adoption distributions, surviving spouses, and Roth 401(k) plans;
- Understand changes to the 10% excise tax;
- Describe withdrawal opportunities for qualified disasters and emergency expenses; and
- Understand inflation adjustments for catch-contributions.
Course Specifics
|
Course ID WC1823320865 |
Revision Date January 6, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02307-23-O
IRS Federal Tax Update Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02307-23-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1876
CTEC Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1876
CTEC Federal Tax Update Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …
SECURE 2.0 Act: Know the Changes to IRA, 401(k), Roth, & Other Retirement Plans
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$38.00