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Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)

About this event: This webinar will provide you with the latest information regarding the SECURE Act. Discussion will include:

  • IRAs to Trusts
  • Disability Trusts funded by IRAs

  • Charitable Remainder Trusts

This is a complimentary webcast—no charge.

Continuing Education Credit is available

1.0 CLE Pending: AK, AZ, AR, CA, FL, IL, KS, ME, MO, NJ, NY, OH, OK, PA, TX, VA, VT

1.0 CFP Pending (National CFP Board)

1.0 CPE (Taxes). NASBA Delivery Method: Group Internet-Based. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are based on a 50-minute hour. NASBA - Sponsor ID 108255; and TX Board Public Accountancy - Provider ID 9610. CPAs, please self-report to your state board of accountancy. 

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 2/20/2020

For concerns and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com

WealthCounsel LLC 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


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