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23WA-2316: Secure Act 2.0: What You Need to Know (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, June 22, 2023
2:00pm - 3:25pm Central Time
1.5 CPE (1.5 technical)

Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients. Please Note: If you need credit reported to the IRS for this IRS approved program (1 credit hour only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • Expanding automatic enrollment in retirement plans
  • Increased age for RMDs
  • Higher catch-up contribution limit
  • Emergency expense penalty-free withdrawals
  • "Starter" 401(k)s for certain employers
  • Part-time worker improved coverage
  • Excise tax reduction for certain retirement plan accumulations
  • Employee plan conflict resolution expansion
  • Retroactive first year elective deferrals for sole proprietors
  • Change in plan requirements for unrollees
  • Surviving spouse election
  • Reduced tax on excess contributions
  • Timely plan amendment changes
  • Elective deferral changes
  • Employer match as Roth contribution

Learning objective(s)

  • Implement practical strategies based on the Secure Act 2.0 provisions
  • Identify and recall key compliance issues
  • Identify and recall significant changes in retirement provisions

Who should take this program?

All tax accountants

Fees

Our records indicate you are a nonmember. If you register, you will be charged $59.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $59.00
checkmark Standard Nonmember Fee $59.00

More program information

Instructor Steven Dilley, PhD, CPA, JD
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (1.5)
Level Update
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic working knowledge of tax issues as they related to employee and retirement benefits
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.