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Self-Study CPE
MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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EDUCATION TAX BENEFITS
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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Free cpe webinars
The SECURE Act: What to Plan for Ahead

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Available Date(s)
Monday, December 21, 2020: 11:00AM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-U-00583-20-O
Subject Area Taxes (Federal Tax Update)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The SECURE Act went into effect on January 1, 2020; the CARES Act was signed into law on March 27, 2020, both with bipartisan support. It is critical to understand how these changes will impact your clients' retirement and estate plans going forward and the opportunities available. Any previous advice given is most likely outdated. You’ll need to be equipped with the right knowledge to have better control and help navigate them through misconceptions or incorrect information. Those with IRA trusts will be significantly affected and need to plan as soon as possible before the unexpected happens.

Learning Objectives:


  • Recall the SECURE and CARES Acts

  • List the critical considerations of the SECURE Act, including:

    • 401(k)s for part-time employees

    • IRA contributions for graduate students

    • Penalty-free withdrawals for student loan debt

    • Penalty-free withdrawals for birth or adoption

    • Annuities in 401(k) plans

    • IRA contribution age limits eliminated

    • Required Minimum Distributions (RMDs) increased to age 72

    • Elimination of the “Stretch” IRA



  • Identify payout options for beneficiaries before December 31, 2019, and after January 1, 2020

  • List the key considerations of the CARES Act, including:

    • RMDs waived for 2020

    • Unlimited deduction for charitable planning

    • Exceptions to 10% penalty up to $100,000

    • PPP and EIDL loans/advances



  • Determine the tax ramifications and how asset protection will be vital going forward

  • Determine planning opportunities to pass assets efficiently

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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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.

Additional Materials
Handout 1
Handout 2
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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About Our Presenter

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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.