The Most Critical Aspects of The Secure Act and Tax Planning Based on Form 1040

Course Details


Monday, January 27, 2020

8:30am – 4:30pm
(Registration: 8:00am)


Hawaii Society of CPAs

900 Fort Street, Suite 850

Honolulu, HI 96813


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Course Number


CPE Credit

8.0 hours CPE credit


Level of Knowledge



Werner-Rocca Seminars, Ltd.




The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Among the ideas discussed will be the Alternative Minimum Tax, charitable giving, tax-saving strategies for real estate owners and investors, and much more. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through planning.  


  • Overview of the SECURE Act
  • RMD and IRA changes
  • "Stretch" changes
  • New penalty exceptions
  • 401(k) changes
  • Employer tax credits
  • Extender legislation
  • ACA changes
  • Understanding the health care laws
  • Health savings accounts (HSAs)
  • Alternative Minimum Tax - how to deal with it
  • Roth IRAs - proper use
  • The importance of AGI in tax planning
  • Alternative techniques and strategies using Section 529 plans
  • Strategic estate planning advice integrated with income tax planning


To help all tax professionals to become familiar with the provisions and implications of the SECURE Act prior to the start of the tax season and to explain the renewal of the various tax provisions ("extenders") and the repeal of certain tax-related provisions of the Affordable Care Act.

In addition, at the end of this course you will be able to list alternatives and guide clients through complex tax issues based on Form 1040, and recognize strategies for reviewing a prior year's tax return and identifying tax planning opportunities. 

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, bankers and other tax professionals

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by January 22, 2020.

Member Fee

Applicable if you are a HSCPA member in good standing.

Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by January 22, 2020.

Non-Member Fee

Applicable if you are not a HSCPA member.

Neighbor Island Discount

Applicable for Neighbor Island members in good standing

Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

Your Price $460.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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