Idaho Society of CPAs

SECURE Act 2.0: What You Need to Know

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Taxes (Technical) (1.00)
  • Prerequisites

    • Basic working knowledge of tax issues as they related to employee and retirement benefits

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Taxes
  • Message
    • Virtual Experience

Description

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, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.



  • Presented by Steven Dilley, CPA, JD, PhD

    • Delivery Format: Live Webcast Replay

    Designed For

    CPAs working in public accounting and members in industry

    Objectives

    • 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

    Highlights

    • 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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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