Webinar: SECURE Act 2.0: What You Need to Know

WB891  |  Course  |  Intermediate  |  Scheduled

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.

Credits

Number of Credits Type of Credits
1.00 Taxes

Designed For

CPAs working in public accounting and members in industry

Prerequisites

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

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

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

Preparation

None

Notes

This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.

Prices

Member (Early Bird)
$29.00
Non-Member (Early Bird)
$59.00
Member
$29.00
Non-Member
$59.00
Your Price: $59.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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