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

 Currently available
 
2.5
25 / S-411
Registration is Open
Price
$112.50 Regular Registration
Designed For:

Tax professionals

Prerequisite:

None

Stay ahead of the curve with this 2.5-hour course designed for Corporate/Business 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

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.