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The SECURE Act, the Extenders, and How it Applies to Retirement Planning

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Arthur Werner
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Congress did it to us again!  Waiting until the last minute, Congress passed bipartisan tax legislation which President Trump signed into law on December 20, 2019.    This legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is largely designed to provide improvements to retirement savings and income in retirement.  In addition, this legislation renewed a number of expired tax provisions by retroactively (to 2019) extending the provisions through December 31, 2020.  The legislation also repealed certain provisions of the Affordable Care Act.  This course is will explore all of these changes and will help you understand these issues so that your compliance season will proceed smoothly.

**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

Basic Course Information

Major Subjects
  • Overview of the SECURE ACT
  • RMD changes
  • IRA changes
  • “Stretch” changes
  • New penalty exceptions
  • 401(k) plan changes
  •  Employer tax credits
  • Extender legislation
  • ACA changes

Learning Objectives
  • To help all tax professionals to become familiar with the provisions and implications of the SECURE Act prior to the start of the tax season as well as to explain to all tax professionals the renewal of the various tax provision (the “extenders”) and the repeal of certain tax-related provisions of the Affordable Care Act.

Course Materials


Arthur Werner's Profile

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.


Sat, Dec 03, 2022 - 10:00am to 11:52am AKST
Thu, Dec 08, 2022 - 12:00pm to 01:52pm AKST
Tue, Dec 13, 2022 - 06:00am to 07:52am AKST
Mon, Dec 19, 2022 - 08:00am to 09:52am AKST
Wed, Dec 28, 2022 - 10:00am to 11:52am AKST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, and other tax professionals
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 04/08/2021
Original Recording Date 05/04/2021

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.7

Total Reviews: 32


Nancy Isabel M - San Antonio, Texas

"Great presentation. It was easy to understand and had great content"

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