Retirement - Secure Act 2.0
- Registration Closed
A lot has happened in 2022 regarding IRAs and retirement plans. We will review the latest IRS guidance and pending legislation which includes the Proposed Regulations to the SECURE Act and SECURE 2.0.
At the end of this course, you will be able to:
- Interpret Substantially Equal Periodic Payments (72(t)) and differentiate changes made by IRS Notice 2022-6.
- Recall the Proposed Regulations to the SECURE Act and also the recent IRS Notice regarding required minimum distributions.
- Interpret the many provisions in SECURE 2.0.
- Evaluate How to help your clients reduce their tax bills with smart retirement account planning.
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Federal Tax Law
CTEC CE: 2 Hours/Federal Tax Law
ACAT CE: 2 Hours/Federal Tax Law
NSA Webinar Program Level: Basic
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.
NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.
Larry Pon, CPA, EA, USTCP
Lawrence Pon is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Enrolled Agent (EA), US Tax Court Practitioner (USTCP) and Accredited Estate Planner (AEP) in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics.
Mr. Pon received his BS in Business Administration from UC Berkley and an MS in Taxation from Golden Gate University in San Francisco, CA.