Checkpoint Learning

Course Detail

The SECURE Act: What You Need to Know and Why You Need to Know It  

CATEGORY: Taxation
COURSE ID: W598T, VERSION 1.00
  Webinar
2 CPE Credits

Both the house and the senate have passed the SECURE Act – the first major piece of retirement plan legislation in over a decade. In addition, in response to COVID-19, the house and senate also passed the CARES Act. Learn how these bills affect retirement planning and distributions and also impact your business clients setting up a retirement plan for their employees or who already have a retirement plan in place for their employees.

NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-431-9025.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

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