BCBA CLE Webinar: Tax / Estate Planning

Please join us for a live CLE webinar on a Tax / Estate Planning topic. 

Speaker: Robert Keebler, CPA/PFS, MST

Date: April 29, 2025

Time: 12:00 PM - 1:00 PM MT

Format: Zoom webinar

This lunchtime program will be held from 12:00 – 1:00 pm via Zoom webinar. The Zoom link will be sent out to all registrants.

Program: "Final Regulations of SECURE and SECURE 2.0: What Practitioners Need to Know"

The SECURE Act and SECURE 2.0 have fundamentally reshaped retirement planning, and trusts and estates attorneys must adapt quickly to protect their clients’ wealth and legacies. Join nationally renowned tax expert Robert Keebler for a critical deep dive into the final regulations—changes that directly impact estate planning strategies, trust structures, and beneficiary designations.

This session will provide essential insights on navigating new required minimum distribution (RMD) rules, optimizing qualified charitable distributions (QCDs), and leveraging powerful planning opportunities for clients with IRAs and other retirement assets. With complex compliance requirements and evolving interpretations, missing key provisions could put your clients—and your practice—at risk.

Don’t be left behind—stay ahead of the curve and ensure your estate plans align with the latest regulatory landscape.