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The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Tax Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Update
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 90 day(s) after program date.
Description
Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
**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 it to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
Major Subjects
- Mandatory Automatic Enrollment
- Credit For Small Employer Pension Plan Startup Costs
- Enhancement Of The Saver’s Credit
- Increase In Starting Age For RMDs
- Indexing IRA Catch-Up
- Higher Catch-Up Limit Age 61, 62, 63, And 64
- Student Loan Payments As Elective Deferrals For Matching Contributions
- Start Up Credit Costs For Employers Joining An Existing Plan
- Financial Incentives For Contributing To a Plan
- Withdrawals For Certain Emergency Expenses
- SIMPLE Plan changes
- Starter 401(K) Plans
- Sec 529 Plan To Roth Rollovers
- Emergency Savings Accounts
- Enhancement of 403(B) Plans
- Qualified Charitable Distributions to Split Interest Entity
- Retirement Savings Lost and Found
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Instructions (136.5 KB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Dates
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Tue, Jul 08, 2025 - 03:00pm to 07:00pm CDT
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Wed, Jul 16, 2025 - 11:00am to 03:00pm CDT
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Sat, Aug 16, 2025 - 11:00am to 03:00pm CDT
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Fri, Aug 29, 2025 - 09:00am to 01:00pm CDT
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Tue, Sep 09, 2025 - 03:00pm to 07:00pm CDT
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Tue, Sep 16, 2025 - 11:00am to 03:00pm CDT
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Thu, Oct 16, 2025 - 11:00am to 03:00pm CDT
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Fri, Oct 31, 2025 - 09:00am to 01:00pm CDT
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Tue, Nov 11, 2025 - 03:00pm to 07:00pm CST
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Tue, Dec 16, 2025 - 11:00am to 03:00pm CST
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Fri, Dec 26, 2025 - 09:00am to 01:00pm CST
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Tue, Jan 13, 2026 - 03:00pm to 07:00pm CST
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Fri, Jan 16, 2026 - 11:00am to 03:00pm CST
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Mon, Feb 16, 2026 - 11:00am to 03:00pm CST
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Fri, Feb 27, 2026 - 09:00am to 01:00pm CST
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Tue, Mar 10, 2026 - 03:00pm to 07:00pm CDT
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Mon, Mar 16, 2026 - 11:00am to 03:00pm CDT
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Thu, Apr 16, 2026 - 11:00am to 03:00pm CDT
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Fri, Apr 24, 2026 - 09:00am to 01:00pm CDT
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Tue, May 12, 2026 - 03:00pm to 07:00pm CDT
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Sat, May 16, 2026 - 11:00am to 03:00pm CDT
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Tue, Jun 16, 2026 - 11:00am to 03:00pm CDT
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Fri, Jun 26, 2026 - 09:00am to 01:00pm CDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, EAs, attorneys, and other tax professionals
Original Recording Date
4/1/25
Course Developer
Werner-Rocca Seminars, Ltd.
Date Added to Catalog 3/12/25
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.