Advising Clients Regarding Secure Act, Secure 2.0 Act, and Regulations
Date: Tuesday, September 29, 2026
Instructor: Klaralee R. Charlton
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
The SECURE Act and SECURE 2.0 Act fundamentally reshaped retirement planning, required minimum distribution rules, and the taxation of inherited retirement accounts. Ongoing Treasury and IRS guidance has added further complexity, requiring advisors to stay current to avoid costly mistakes and missed planning opportunities. This practical, scenario‑driven course equips tax, accounting, and financial professionals with the clarity needed to confidently advise clients under the evolving SECURE framework.
Participants will explore key statutory changes and regulatory interpretations affecting IRAs and qualified plans, including updated RMD ages, beneficiary payout requirements, and planning challenges for inherited accounts. The course emphasizes real‑world application, guiding attendees through beneficiary designation strategies, compliance considerations, and tax‑efficient planning techniques. By connecting legislative intent with actionable planning guidance, this program helps professionals deliver compliant, forward‑looking advice in today’s rapidly changing retirement landscape.
Who Should Attend
This course is designed for professionals who advise individuals and families on retirement, estate, and tax planning matters.
Topics Covered
- Overview of the SECURE Act and SECURE 2.0 legislative changes
- Treasury and IRS regulatory guidance and practical implications
- Required minimum distributions and changing age thresholds
- Inherited retirement accounts and beneficiary payout rules
- Eligible designated beneficiaries and planning exceptions
- Common compliance pitfalls and planning opportunities
- Tax‑efficient retirement and estate planning strategies
Learning Objectives
- Identify key provisions of the SECURE Act and SECURE 2.0 Act that impact retirement and estate planning
- Analyze Treasury and IRS regulations interpreting SECURE Act provisions
- Apply current required minimum distribution (RMD) rules to individual client scenarios
- Evaluate beneficiary designation options and inherited retirement account strategies under SECURE law
- Develop compliant, tax‑efficient planning recommendations aligned with client goals
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Prior knowledge of the Secure Act
Advance Preparation
None
