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The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies

 Various
 
4.0
Registration is Open
Member Price
$129.00 Regular Registration
Your Price
$159.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 07/08/2025 from 4:00 pm to 8:00 pm
 Wed, 07/16/2025 from 12:00 pm to 4:00 pm
 Sat, 08/16/2025 from 12:00 pm to 4:00 pm
 Fri, 08/29/2025 from 10:00 am to 2:00 pm
 Tue, 09/09/2025 from 4:00 pm to 8:00 pm
 Tue, 09/16/2025 from 12:00 pm to 4:00 pm
 Thu, 10/16/2025 from 12:00 pm to 4:00 pm
 Fri, 10/31/2025 from 10:00 am to 2:00 pm
 Tue, 11/11/2025 from 4:00 pm to 8:00 pm
 Tue, 12/16/2025 from 12:00 pm to 4:00 pm
Designed For:

CPAs, EAs, attorneys, and other tax professionals

Prerequisite:

None

Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master.  This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

**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 it to [email protected].

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Update

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

Speakers

Advanced Preparation

None

Vendor

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.