Surgent's Critical Update: The SECURE Act and Other Late 2019 Tax Changes

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At long last, Congress has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act.  This new legislation contains significant changes relating to IRAs and employer plans as well as some important income tax changes. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.


  • Taxation


A basic understanding of individual income tax

Designed For

Tax practitioners who anticipate advising clients with respect to changes associated with this new legislation as well as any tax professional preparing 2019 income tax returns


  • Understand the new changes relating to IRAs and employer plans
  • Understand new and extended income tax provisions enacted as part of this new legislation
  • Apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules


  • Elimination of the “stretch” IRA for certain IRA and employer plan beneficiaries
  • The 10-year rule for IRA and employer plan required minimum distributions
  • Estate planning and estate tax planning after changes in IRA and employer plan rules
  • Increase in age for required minimum distributions
  • Repeal of maximum age for traditional IRA contributions
  • Changes in multi-employer qualified plans
  • Change allowing part-time, long-term workers to participate in qualified plans
  • Extender provisions that were reenacted
  • Newly enacted income tax provisions
  • Changes related to certain Affordable Care Act provisions



Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at


Michael J. Tucker

Show Bio

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston. 10/2013

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