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24SX-0117: Secure Act 2.0: What You Need to Know (Self-Study)

Valid for one year from purchase date
Self-study - On-Demand
1 CPE (1 technical)

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

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)

  • Identify and recall key compliance issues and significant changes in retirement provisions

Who should take this program?

CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $29.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $29.00
checkmark Standard Nonmember Fee $29.00

More program information

Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level Basic
Format Self-study - On-Demand
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

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