WEBINAR - The SECURE Act: Planning for the End of the Stretch IRA
About the Program
The SECURE Act made many changes to the rules that govern retirement plans, including a new higher age for required minimum distributions (age 72) and greater flexibility for 401(k) plans. This session will examine the new rules, focusing on planning strategies to cope with the new requirement that most (but not all) inherited retirement accounts will have to be liquidated within ten years after the death of the account owner.
About the Speaker
Christopher Hoyt is a Professor of Law at the University of Missouri Kansas City) School of Law where he teaches courses in the area of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt has served as the Chair of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.
Reservation Policy
All attendees are encouraged to register in advance. Meeting cost is $12 for members and $25 for guests. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE and CFP.
EPCSTL 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: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
Presentation has been approved for 1 Point of CFRE credit.
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CPE Information for CPAs
CPE Learning Objectives
- Explain the time periods over which inherited retirement accounts must be liquidated under the new SECURE Act rules.
- Learn the planning strategies designed to minimize income tax liabilities resulting from the new SECURE Act rules.
Delivery Method: Webinar
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: Everyone at all levels
A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
American Bankers Association (ABA) Professional Certifications
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The Secure Act: Planning for the End of the Stretch IRA has been approved for 1 CISP, CRSP, CTFA credit. This statement is not an endorsement of this program or its sponsor.
Certification holder reporting instructions:
1. Log into your certification record at aba.csod.com
2. Hover on, ADD EXTERNAL TRAINING-choose APPROVED NON-ABA TRAINING option
3. Search and click on program
4. Click MARK COMPLETE to receive credits.
Click HERE for the EPCSTL New Member Application.
THE WEBINAR LINK WILL BE PROVIDED FOR REGISTRANTS APPROXIMATELY ONE WEEK PRIOR TO THE SCHEDULED EVENT.
