Secure Act 2.0: What You Need to Know
Total Credits: 1.5 including 1.5 Taxes - Technical
- Average Rating:
- 16
- Categories:
- ACPEN Tax Institute | IRS Approved | Tax
- Faculty:
- Steven C. Dilley, CPA, JD, PhD
- Course Levels:
- Update
- Duration:
- 1.5 Hours
- License:
Description
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 (1 credit hour only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Major Subjects- 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
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
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_10_16_21 (442.7 KB) | Available after Purchase | ||
| SECURE Act 2.0 What You Need to Know Handout (2.9 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (137 KB) | Available after Purchase | ||
Faculty
Steven C. Dilley, CPA, JD, PhD Related Seminars and Products
Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Additional Info
Basic Course Information
Prerequisites Basic working knowledge of tax issues as they related to employee and retirement benefits.Advanced Preparation
None
Designed For All Tax Accountants
Original Recording Date 01/01/2023
Yellow Book No
Course Developer Federal Tax Workshops, Inc.
Date Added to Catalog 01/05/2023
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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