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Self-Study CPE
TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
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IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
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WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
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EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
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NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
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WORLD OF EMPLOYEE FRINGE BENEFITS
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PROTECTING YOUR BUSINESS AND YOUR FAMILY
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PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
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THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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COMMON IRS PENALTIES AND DEFENSES: WHAT YOU NEED TO KNOW NOW
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IRS PRESENTING: NAVIGATING DECEDENTS TAX MATTERS - FORMS AND DEADLINES
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IRS PRESENTING: CIRCULAR 230 - INSIDE THE LINES IN TAX ENGAGEMENT LIFECYCLE
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IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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HOME OFFICE DEDUCTION
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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INFLATION REDUCTION ACT
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IRS COLLECTIONS & INSTALLMENT ARRANGEMENTS
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BANKRUPTCY TAX GUIDE
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IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS AND INJURY PLANS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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REAL ESTATE TAX GUIDE
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TAX RESEARCH TECHNIQUES
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Cpece webinars
The SECURE Acts: 2024 Updated Changes and Planning Strategies

THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES

CPE Processing Fee$30.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-01611-24-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateFebruary 14, 2024
Date OfferedMarch 27, 2024
Expiration DateMarch 27, 2025
Course Description

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020, effectively eliminating the ability to “stretch” IRAs going forward, although certain individuals still can. SECURE Act 2.0 was signed into law on December 29, 2022, and adds multiple new retirement plan provisions. All of these changes will impact how your clients transfer wealth to their beneficiaries and point out flaws in their existing plans as any previous advice given should be invalid. Help assist your clients through misconceptions, incorrect information, and outdated planning techniques. Clients with IRA trusts have been (and will continue to be) affected the most and need professionals to guide them to better solutions. 

This webinar will cover:

Overview of the SECURE Act 


  • 401(k)s for part-time employees

  • IRA contributions for graduate students

  • Penalty-free withdrawals for student loan debt and birth or adoption

  • More access to annuities in 401(k) plans

  • Deductible IRA contribution age limits eliminated

  • Required Minimum Distributions (RMDs) increased to age 72

  • Semi-elimination of the “Stretch” IRA


Overview of the SECURE Act 2.0


  • RMDs increased to age 73

  • RMD penalty reduced to 25% 

  • Increase in catch-up contributions

  • Roth contributions for SEP and SIMPLE plans

  • Roth catch-up contributions

  • Elimination of RMDs for Roth 401(k) plans

  • 529 plan rollover to Roth IRA

  • Student loan payments treated as elective deferral for match

  • Exemption from 10% early withdrawal penalty for hardship

  • QCD distribution to charitable gift annuity or trust 


Learning Objectives:


  • List payout options for beneficiaries before and after the SECURE Act 

  • Summarize an overview of the SECURE Act and SECURE Act 2.0

  • Recognize new IRS proposed (and subsequently final) regulations on RMDs 

  • Outline tax consequences and asset protection 

  • Identify how to help clients pass assets efficiently



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Dias thesecureacts2024updatedchangesandplanningstrategies videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:17:02 minutes
QUESTION 2: 0:31:31 minutes
QUESTION 3: 0:35:32 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

 

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About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.