What SECURE Act 2.0 Means for Tax Professionals? 1 Credit
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From RMDs to student debt, the new law has something for everyone.Â
The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans' financial readiness for retirement.
This CE Tax webinar will highlight the tax and non-tax provisions of the SECURE 2.0 Act of 2023. Although many of the provisions are not effective until after December 31, 2024, some are effective upon enactment of the legislation. For example, the 50 percent excise tax for failing to take an RMD has been reduced to 25 percent and the RMD age increases to 73 in 2023. Thus, clients are going to hear a lot about the new legislation from the media and are going to expect you to be up on the issues.Â
This course covers the following Major Topics:Â
Join this CPE webinar, it will cover the changes to the legislation, illustrate them, and highlight the effective dates so that you can be ready to respond to your client’s inquiries. Â
Enter your qualification details to ensure this course is counted toward your compliance.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
ED
This webinar was a great overview of the provisions of the Secure 2.0 Act. It is a useful introduction to the changes that the act made.
MM
Good presentation overall. Really makes me hate Congress for being overly complex though. Idiots.
Dec 12, 09:30 AM ET
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Dec 12, 11:00 AM ET
.webp "Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs")
Dec 12, 11:00 AM ET
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