This course will cover details in connection with the recent passage of the Setting Every Community Up for Retirement Enhancement Act (“Secure Act”). This new law contains over 30 new provision, many of which are designed to boost savings by plan participants and retirement plan owners. Administrative relief is also included for small employers who wish to set up retirement plans.

Course Publication Date: February 24, 2020

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $20.00!

Author:Frank Castillo CPA
Course No:TAX-SECURE-10250
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Basic
Advanced Preparation:None
Recommended Field of Study:Taxes
Learning Objectives
  • Identify key provisions of the Secure Act including taxpayer and employer benefits.
  • Recall details relating to tax credits afforded to small employers in connection with start-up costs for establishing a pension plan.
  • Recall exceptions to the 10.
  • Identify the impact that the Secure” Act has on the “Kiddie” tax.

CPE Depot 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:

Sponsor Number: 109423


Search Courses

Group Plan

Group plans are convenient and cost effective!

Authors Wanted

We are looking for authors!