Understanding the Tax Implications of Retirement Plan Distributions
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Tax Institute | IRS Approved | Tax
- Faculty:
- Steven C. Dilley, CPA, JD, PhD
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
**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.
Basic Course Information
Major Subjects- Required minimum distributions for a deceased's heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0
Learning Objectives
- Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
- Identify and recall key compliance issues
- Identify and recall significant issues in the taxation of retirement distributions
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_2_2025 (442.6 KB) | Available after Purchase | ||
| Understanding the Tax Implications of Retirement Plan Distributions Handout (5.5 MB) | Available after Purchase | ||
| IRS Credit Instructions (267 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.
Dates
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Tue, May 06, 2025 - 05:00pm to 05:57pm MDT
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Fri, May 23, 2025 - 09:00am to 09:57am MDT
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Fri, Jun 06, 2025 - 11:00am to 11:57am MDT
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Thu, Jun 19, 2025 - 01:00pm to 01:57pm MDT
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Thu, Jun 26, 2025 - 03:00pm to 03:57pm MDT
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Wed, Jul 02, 2025 - 07:00am to 07:57am MDT
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Tue, Jul 22, 2025 - 09:00am to 09:57am MDT
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Mon, Aug 11, 2025 - 11:00am to 11:57am MDT
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Thu, Aug 28, 2025 - 01:00pm to 01:57pm MDT
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Sat, Sep 06, 2025 - 03:00pm to 03:57pm MDT
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Thu, Sep 18, 2025 - 05:00pm to 05:57pm MDT
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Mon, Oct 06, 2025 - 09:00am to 09:57am MDT
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Tue, Oct 21, 2025 - 11:00am to 11:57am MDT
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Fri, Nov 07, 2025 - 01:00pm to 01:57pm MST
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Sat, Nov 22, 2025 - 03:00pm to 03:57pm MST
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Sat, Dec 06, 2025 - 07:00am to 07:57am MST
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Tue, Dec 16, 2025 - 09:00am to 09:57am MST
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Tue, Dec 30, 2025 - 11:00am to 11:57am MST
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Tue, Jan 06, 2026 - 01:00pm to 01:57pm MST
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Mon, Jan 26, 2026 - 03:00pm to 03:57pm MST
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Mon, Feb 09, 2026 - 07:00am to 07:57am MST
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Tue, Feb 24, 2026 - 09:00am to 09:57am MST
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Tue, Mar 03, 2026 - 05:00pm to 05:57pm MST
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Wed, Mar 18, 2026 - 01:00pm to 01:57pm MDT
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Fri, Apr 10, 2026 - 03:00pm to 03:57pm MDT
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Thu, Apr 23, 2026 - 07:00am to 07:57am MDT
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Additional Info
Basic Course Information
Prerequisites Basic working knowledge of individual taxation and retirement planningAdvanced Preparation
None
Designed For CPAs and members in industry seeking an in-depth review of required minimum distribution rules
Original Recording Date 04/2025
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 03/11/2025
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.