Retirement Planning Issues: Where We Stand Now
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- 45
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
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.
Basic Course Information
Learning 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
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)
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.7 KB) | Available after Purchase | ||
| 2024 Retirement Planning Issues: Where We Stand Now Handout (3.7 MB) | 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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Thu, May 15, 2025 - 10:00am to 01:43pm AKDT
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Sat, Jun 07, 2025 - 06:00am to 09:43am AKDT
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Mon, Jun 16, 2025 - 08:00am to 11:43am AKDT
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Mon, Jun 23, 2025 - 10:00am to 01:43pm AKDT
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Mon, Jul 07, 2025 - 06:00am to 09:43am AKDT
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Wed, Jul 30, 2025 - 10:00am to 01:43pm AKDT
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Wed, Aug 06, 2025 - 08:00am to 11:43am AKDT
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Sat, Aug 30, 2025 - 10:00am to 01:43pm AKDT
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Mon, Sep 08, 2025 - 06:00am to 09:43am AKDT
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Tue, Sep 30, 2025 - 10:00am to 01:43pm AKDT
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Mon, Oct 06, 2025 - 08:00am to 11:43am AKDT
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Thu, Oct 30, 2025 - 10:00am to 01:43pm AKDT
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Fri, Nov 07, 2025 - 06:00am to 09:43am AKST
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Tue, Nov 25, 2025 - 10:00am to 01:43pm AKST
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Sat, Dec 06, 2025 - 08:00am to 11:43am AKST
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Tue, Dec 30, 2025 - 10:00am to 01:43pm AKST
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Wed, Jan 07, 2026 - 06:00am to 09:43am AKST
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Fri, Jan 30, 2026 - 10:00am to 01:43pm AKST
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Fri, Feb 06, 2026 - 08:00am to 11:43am AKST
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Sat, Feb 28, 2026 - 10:00am to 01:43pm AKST
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Fri, Mar 06, 2026 - 06:00am to 09:43am AKST
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Sat, Mar 28, 2026 - 10:00am to 01:43pm AKDT
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Mon, Apr 06, 2026 - 08:00am to 11:43am AKDT
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Tue, Apr 28, 2026 - 10:00am to 01:43pm AKDT
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Thu, May 07, 2026 - 06:00am to 09:43am AKDT
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Thu, May 28, 2026 - 10:00am to 01:43pm AKDT
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Fri, May 29, 2026 - 12:00pm to 03:43pm AKDT
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Sat, Jun 06, 2026 - 08:00am to 11:43am AKDT
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Mon, Jun 29, 2026 - 10:00am to 01:43pm AKDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation None
Designed For
CPAs, EAs, attorneys, finance professionals, and financial planners
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
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.
Promo Video
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