Adjust Your Practice to the New Rules
The SECURE Act that was enacted at the end of 2019 has far-reaching implications for every aspect of estate and retirement planning. This condensed legal guide offers the distillation of the changes and their practical effect of individual clients, retirement planning and pass-through entities. Register today!
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Make sure not to miss any newly required RMDs and learn how to correct it if you do.
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Get a quick overview of changes to inherited IRAs.
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Assess the effects on trusts and LLCs and get guidance on changing course quickly.
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Learn what to do with existing planning tools to make sure they're effective.
Who Should Attend
This legal update is designed for attorneys. Accountants, advisers, tax professionals and paralegals will also benefit.
Course Content
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Individual Retirement Planning Considerations
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What Small Businesses Need to Know
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Inherited IRAs and Beneficiary Tax Issues
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Existing IRA Trusts Issues
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Special Needs: New Planning Options
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Preventing and Troubleshooting Missed RMDs (IRS Self-Correction and Reporting)
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.