April 21, 2026

Webinar

1 CPE

Webinar (CPA Crossings): Tax Implications of Retirement Plan Distributions🗓️

April 21, 2026
Webinar
1 CPE

Webinar (CPA Crossings): Tax Implications of Retirement Plan Distributions🗓️

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    Instructor

    Steve
    Dilley

    View Bio

    Steve Dilley, CPA, JD, PhD

    Bio

    Steve is President of Federal Tax Workshops, which has prepared and presented CPE materials for accountants and attorneys throughout the country for over 40 years. He is also a retired professor of accounting at Michigan State University.

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
  • Identify and recall key compliance issues
  • Identify and recall significant issues in the taxation of retirement distributions

Major Topics

The major topics that will be covered in this course include:

  • Required minimum distributions for a deceased’s heirs
  • 2025 retirement plan contribution limits
  • Required minimum distributions and contributions to charity
  • Key provisions of Secure Act 2.0

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Individual Tax
  • Personal Financial Planning

Prerequisites

Basic working knowledge of individual and business taxation.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.