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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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INTERNATIONAL TAX TREATIES
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THE MATHEMATICS OF SECURE: WHERE THE TAX LAW AND ECONOMICS COLLIDE
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
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The SECURE & CARES Acts: What to Plan for Ahead

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-00583-20-O
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 received bipartisan support. It is critical to understand how the changes from these acts will impact your clients' retirements and estate plans going forward and what opportunities are available. Any previous advice given is most likely outdated. You’ll need to be equipped with the right knowledge to have better control as you navigate clients through misconceptions or incorrect information. Those with IRA trusts will be significantly affected and will need to plan as soon as possible before the unexpected happens.

Learning Objectives:


  • Recall the SECURE and CARES Acts

  • Determine tax ramifications and how asset protection will be vital in the future

  • Determine planning opportunities to pass assets efficiently

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

  • 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



  • 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



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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

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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.