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Surgent's Update on the SECURE 2.0 Act

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/13/2025 from 1:00 pm to 3:00 pm
 Tue, 07/22/2025 from 1:00 pm to 3:00 pm
 Wed, 08/06/2025 from 1:00 pm to 3:00 pm
 Tue, 09/02/2025 from 10:00 am to 12:00 pm
 Thu, 10/23/2025 from 10:00 am to 12:00 pm
 Fri, 10/31/2025 from 1:00 pm to 3:00 pm
 Mon, 12/22/2025 from 1:00 pm to 3:00 pm
 Tue, 01/20/2026 from 2:00 pm to 4:00 pm
 Wed, 02/04/2026 from 1:00 pm to 3:00 pm
 Thu, 03/05/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

Any accounting and finance practitioner advising clients with respect to new pension and other changes brought about by the SECURE 2.0 Act

Prerequisite:

None

This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the latest nuts and bolts rules on retirement for yourself and your accounting and finance clients
  • Competently discuss the current state of retirement planning with your accounting and finance clients

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.