Secure Act 2.0: What You Need to Know
Valid for one year from purchase date
Self-study - On-Demand
1 CPE (1 technical)
Course code: 25SX-0097
View pricing
Online orders are not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.
If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
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This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
Major subjects
-
Expanding Automatic Enrollment in Retirement Plans
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Increased Age for RMDs
-
Higher Catch-up Contribution Limit
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Emergency Expense Penalty-Free Withdrawals
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"Starter" 401(k)s for Certain Employers
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Part-time Worker Improved Coverage
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Excise Tax Reduction for Certain Retirement Plan Accumulations
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Employee Plan Conflict Resolution Expansion
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Retroactive First Year Elective Deferrals For Sole Proprietors
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Change in Plan Requirements for Unrollees
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Surviving Spouse Election
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Reduced Tax on Excess Contributions
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Timely Plan Amendment Changes
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Elective Deferral Changes
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Employer Match as Roth Contribution
Learning objectives
-
Identify and recall key compliance issues and significant changes in retirement provisions
Who should take this program?
- CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
Pricing
|
Standard Member Fee |
$29.00
|
 Standard Nonmember Fee |
$29.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$29.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online orders are not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.
If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level
Basic
Format
Self-study - On-Demand
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
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