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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
After much delay and anticipation, the Treasury has finally released the proposed regulations to implement the SECURE Act. These long-awaited rules include numerous refinements to the post-mortem distribution requirements for IRAs and other retirement assets. As a result, it is now essential to review beneficiary designations and update estate plans to reflect the new guidance.
This session will provide a practical, case-driven exploration of the SECURE Act’s impact—especially on planning involving trusts. With more than 20 real-world case studies, attendees will gain a clear understanding of how the proposed regulations apply in various client scenarios.
Specifically, this session will cover:
Session Highlights:
Credits and Other Information:
Who Will Benefit:
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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| Date | Conferences | Duration | Price | Buy |
|---|---|---|---|---|
| Sep 12, 2025 | Tax Planning After The One Big Beautiful Bill: How It Affects Businesses, Families, And Individual Taxpayers | 120 min | $159 | Buy |
| Aug 20, 2025 | The Future Of Portability: OBBBA’s Impact On Estate, Gift & GST Planning | 120 min | $159 | Buy |
| Sep 12, 2025 | Rethinking Roth Conversions: Navigating New Tax Laws OBBB And Opportunities | 120 min | $149 | Buy |
| Nov 21, 2023 | Understand the Fundamental of Trusts and Estates Planning | 100 min | $159 | Buy |
| Sep 20, 2023 | Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return | 240 min | $159 | Buy |
| Aug 12, 2021 | Preparing Form 706: The Federal Estate Tax Return | 240 min | $179 | Buy |
| Jun 17, 2021 | 2021 Estate Planning: IRAs Payable To Trusts After The Secure Act | 100 min | $159 | Buy |
| Jun 28, 2023 | Understand the Fundamental of Trusts and Estates Planning | 100 min | $149 | Buy |
