SECURE Act 2.0: What You Need to Know
Overview
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.
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate
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
Prerequisites
Basic working knowledge of tax issues as they related to employee and retirement benefits
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
Preparation
None
Leader(s):
Leader Bios
Steven Dilley, CPA Crossings, LLC
Steve Dilley is President of Federal Tax Workshops, Inc. He is nationally known speaker and author on financial, accounting, and tax problems of the closely held business and individual taxpayers. Steve obtained his undergraduate accounting degree, PhD in accounting, and law degree from the University of Wisconsin-Madison and is a retired Professor of Accounting at Michigan State University. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Non-Member Price $59.00
Member Price $29.00