SECURE Act Alert For Advisors

SECURE Act Alert For Advisors
Robert Keebler
12/23/19 4 PM EST

At live CPE webinars for CPAs, and CE webinars for CFP®s (replay anytime). Bob Keebler, CPA/PFS, has been warning advisors that a sweeping new tax bil was likely to change retirement investment planning significantly before the end of 2019. Finally, last week, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law.

Advisors who have been attending A4A CE webinars for tax and financial planning professionals have been well prepared to address the urgent action to consider for clients with IRA conduit trusts and those who suffered the death of a spouse. But in thise 36-minute update, Bob Keebler gives you a reminder of last-minute year end tax planning issues as well as short overview of planning steps for 2020.

Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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