2024 Retirement Planning Issues: Where We Stand Now
4.00 Credits
Member Price $129
Non-Member Price $159
Overview
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 kori.herrera@acpen.com.
Highlights
- 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)
Prerequisites
None
Designed For
CPAs, EAs, attorneys, finance professionals, and financial planners
Objectives
- 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
Preparation
None
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars, LTD
Arthur Werner, JD, MS, is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Arthur’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, he is an adjunct professor of taxation in the master of science in taxation program at the Philadelphia University. He lectures extensively in the areas of estate planning, financial planning and estate and gift taxation to attendees.
Non-Member Price $159
Member Price $129