January 12, 2023

Webinar

1.5 CPE

Webinar (CPA Crossings): Secure Act 2.0: What You Need to Know

January 12, 2023
Webinar
1.5 CPE

Webinar (CPA Crossings): Secure Act 2.0: What You Need to Know

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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 program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

Learning Objectives

After attending this course, you will be able to identify and recall key compliance issues and significant changes in retirement provisions.

Major Topics

The major topics covered in this course include:

  • 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
  • Excise Tax Reduction for Certain Retirement Plan Accumulations
  • Employee Plan Conflict Resolution Expansion
  • Retroactive First Year Elective Deferrals For Sole Proprietors
  • Change in Plan Requirements for Unrollees
  • Surviving Spouse Election
  • Reduced Tax on Excess Contributions
  • Timely Plan Amendment Changes
  • Elective Deferral Changes
  • Employer Match as Roth Contribution

CPE Credits Available

1.5 CPE
1.5
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.

Provider

CPA Crossings, LLC

This event has ended.