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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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Free cpece webinars
The SECURE Act: What to Plan for Ahead

THE SECURE ACT: WHAT TO PLAN FOR AHEAD

Available Date(s)
Monday, March 16, 2020: 10:30AM EDT

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 was signed on December 20, 2019 and went into effect on January 1, 2020 with bipartisan support. It is critical to understand the changes as well as how they will impact your clients' retirement and estate plans going forward. Any previous advice given is most likely outdated and you’ll need to be equipped with the right knowledge in order to have better control and help navigate them through misconceptions or incorrect information. Those with IRA trusts will be especially affected and need to plan as soon as possible before the unexpected happens.

Learning objectives:


  • Overview of the SECURE Act

  • Key considerations 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



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

  • Tax ramifications and how asset protection will be vital going forward

  • Planning opportunities to pass assets efficiently

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
3869313802

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Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, 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 for SECUREACT
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.