SECURE Act 2.0: What You Need to Know
Wednesday, March 19, 2025
Noon-1:05 p.m. Central
1 CPE (1 technical) | 1 IRS CE
Course code: 24WA-474C
View pricing
Signed by President Biden on December 29, 2022, as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
-
Expanding Automatic Enrollment in Retirement Plans
-
Increased Age for RMDs
-
Higher Catch-up Contribution Limit
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Emergency Expense Penalty-Free Withdrawals
-
"Starter" 401(k)s for Certain Employers
-
Part-time Worker Improved Coverage
Learning objectives
-
Implement practical strategies based on the Secure Act 2.0 provisions
-
Identify and recall key compliance issues
-
Identify and recall significant changes in retirement provisions
Who should take this program?
- CPAs working in public accounting and members in industry
Pricing
|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
Our records indicate
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Instructor
Steven Dilley, PhD, CPA, JD
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic working knowledge of tax issues as they related to employee and retirement benefits
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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