Join NSA

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.

Learning Objectives

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
Prerequisites: None   
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.

image

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.

Components visible upon registration.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.