Don Farmer's 2024 SECURE ACT 2.0 of the Consolidated Appropriations Act, 2023

The item(s) you are attempting to remove has already been removed from your cart.

Overview

Stay ahead of the curve with this 1-hour course designed for tax professionals who need to master the complexities of retirement plan regulations, distribution rules, and tax-saving strategies. From 403(b) hardship withdrawals and 529-to-Roth IRA transfers to Secure 2.0 updates and qualified charitable distributions, this course covers it all.

Gain essential insights on critical retirement plan issues like RMDs, catch-up contributions, employer incentives, and tax credit opportunities. We’ll dive into complex provisions, including military spouse retirement credits, elective deferrals, and charitable remainder trusts to help you maximize tax efficiency for your clients. You’ll also learn how recent Secure 2.0 legislation impacts mandatory automatic enrollment, Roth 401(k) RMDs, and more.

By the end of this session, you’ll be equipped to provide cutting-edge advice on plan amendments, penalties, and distribution strategies, ensuring your clients stay compliant while making the most of their retirement savings.

Delivery Method: QAS Self-Study
CPE Credit: Taxation
Program Level: Update

Highlights

Retirement Plan Distributions & Withdrawals
Retirement Plan Contributions & Taxation
Charitable Giving & Trusts
Plan Features & Compliance
Tax Credits & Employer Incentives
Specific Retirement Accounts & Rules
Special Circumstances & Distribution Rules

Prerequisites

None

Designed For

Tax professionals

Objectives

Identify which taxpayers qualify for deductions and credits related to SECURE 2.0 provisions.
Recognize which changes to retirement plans are mandatory after SECURE 2.0.
State when a tax benefit may be taken by a taxpayer, even if the plan is not amended to accommodate for it.

Preparation

None

System Requirements:
This course contains streaming video and audio. To ensure an optimal experience on your computer or mobile device, disable pop-up blockers in your internet browser.

If you have any other questions, the VSCPA is happy to help! We're available Monday – Friday from 9 a.m. – 5 p.m. ET. Please call (800) 733-8272 or email cpe @vscpa.com.

On-Demand Refund Policy: VSCPA will refund your course fee if you have registered for an on-demand course and found it unsatisfactory, provided that you have not taken the Final Test and your refund request is submitted, within 30 days of registering for the course, by email addressed to cpe @vscpa.com or by calling (800) 733-8272. It is assumed that after 30 days, you are satisfied with the materials and service. For more information regarding refund, complaint, program cancellation or other policies, visit vscpa.com/CPEPolicies.

Notice

Delivery Method: QAS Self-Study

Level

Code

Vendor

Fields of Study

Leader(s):

David Peters, Founder & Owner, Peters Tax Preparation & Consulting

Leader Bios

David Peters, Founder & Owner, Peters Tax Preparation & Consulting

David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever chief financial officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs (SCACPA) and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four master’s degrees. He contributes regularly to various CPA publications, including the North Carolina Association of CPAs’ (NCACPA) Interim Report, SCACPA’s CPA Report and the Virginia Society of CPAs’ (VSCPA) Disclosures. He was also a co-author of the 2018, 2019 and 2020 versions of the Virginia-Specific Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.

Return to Top