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24WA-4353: Retirement Planning Issues: Where We Stand Now (Webinar)

Saturday, July 27, 2024
1:00pm - 5:00pm Central Time
4 CPE (4 technical)  |  4 IRS CE

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This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options, and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning.

  • Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Major subjects

  • Thorough Exploration of Current Retirement Planning Trends and Implications
  • Strategies for Maximizing Retirement Savings within Existing Regulatory Structures
  • Tax-Efficient Navigation of Various Retirement Plan Options
  • Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits
  • Insight into Latest Rules for Required Minimum Distributions (RMDs)

Learning objective(s)

  • Recognize all relevant legislation, including the original SECURE Act and SECURE Act 2.0
  • Describe the innovative strategies available for maximizing retirement savings within the existing regulatory framework, emphasizing practical approaches for implementation
  • Identify estate planning techniques that seamlessly align with the current trends in retirement planning, fostering an understanding of how these strategies can optimize benefits for clients
  • List the altered rules governing Required Minimum Distributions (RMDs), ensuring professional scan recall and guide clients on compliance with the latest regulations in this critical aspect of retirement planning

Who should take this program?

CPAs, EAs, attorneys, finance professionals, and financial planners


Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
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More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
of study
Financial planning
of study
Taxes - Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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