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IRA Tips & Traps Under the Secure Act

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Date Published

July 28, 2020

Publisher

Westchester County Bar Association

Subjects

Secure Act, Taxation, Trusts

Questions

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Summary

IRA assets have become a become a more significant portion of your clients’ total estate and warrant careful consideration in light of the significant changes brought about under the Secure Act. You cannot afford to ignore the impact these changes will have on each of your client’s unique situations.

Come and learn from an experienced expert in this field so that you know what the tips and traps are under the new law. Hear a range of examples that will get you thinking about the discussions you need to be having with your clients and the types of changes you need to consider in your analysis.

Don’t get left behind in your planning and administration techniques and prepare yourself to provide effective solutions for your clients. You should not miss the opportunity to learn from an expert in this field. Come and hear Seymour Goldberg, CPA, MBA, JD, author of “A Professional’s Guide to the IRA Distribution Rules Under the Secure Act.”

Get an opportunity to meet with and network with your colleagues and associates, while learning valuable lessons and tools.

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Presenters

Seymour Goldberg, CPA, MBA, J.D.

Seymour a senior partner in the law firm of Goldberg & Goldberg, P.C., Melville, New York, is Professor Emeritus of Law... Read More

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Program Titles and Supporting Materials

This program contains the following components:

IRA Tips & Traps Under the Secure Act - Video
IRA Tips & Traps Under the Secure Act - Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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