• On-Demand Video

Tax Savvy Responses to The SECURE Act and COVID-19 2020

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


Attorneys with IRAs and retirement plans have been hit hard in 2020. First, with the SECURE Act, that could more accurately be called the IRA and Retirement Plan Owners Extreme Death Tax. Second, with the market drop as a result of COVID-19. 

What Should You Do Now to Protect Yourself and Your Family?

Not only has your daily life been turned upside down, the gyrations in world markets have devastated your portfolio. Even forgetting COVID-19, the passage of the SECURE Act requires a response. This on-demand video will combine the appropriate responses to The SECURE Act and COVID-19. While many advisors are either hiding or saying sell, buy, or hold, our instructor is saying do something which is almost certainly a good decision: take action to cut your taxes. 

For attorneys with money outside their IRAs or retirement plans, learn how tax-loss harvesting and making a series of Roth IRA conversions could prove beneficial. 
The SECURE Act’s Little-Known Tax Law Changes Will Confiscate Hard-Earned Retirement Dollars from Unprepared Attorneys

The changes that The SECURE Act made to the Tax Code could reduce your IRAs and retirement plans by 1/3 after you die. Learn 6 proven wealth-protection strategies that could shield your financial legacy from these devastating changes in the tax laws.  

Register today to learn these important and timely strategies. 



Jim is the author of 6 best-selling books and his newest book that is part of the course materials is right on point for attorneys with IRAs and retirement plans. Jim’s estate and tax planning strategies have been endorsed by The Wall Street Journal 36 times. He has authored five peer-reviewed articles in Trusts & Estates all on IRAs and retirement plans. Jim is a regular contributor for Forbes.com, and his expertise on Roth IRA conversions was featured in the February 2019 issue of Forbes magazine.

Comments from Attorneys Who Attended Jim’s Prior PBI Courses

“James had an excellent grasp of the material and communicated it in a clear understandable manner.”
“Excellent – very knowledgeable and practical.”
“Very comprehensive. Relevant and well presented.”
“Best CLE I have ever attended.”

Recorded on April 29, 2020.

Practice Areas


James Lange J.D., CPA Lange Legal Group LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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