Secure Act 2.0 Update 2023
- Non-member - $55
- Member - Free!
The SECURE 2.0 UPDATE 2023 for NSA is a brief yet comprehensive course designed to educate accounting professionals on the recent updates to the Secure Act. The course aims to equip learners with the knowledge necessary to advise clients on tax-efficient strategies.
At the end of this course, you will be able to:
- Describe the changes under the previous Secure Act
- Summarize the changes with Secure 2.0 for 2023
- Explain the 2024-2027 changes from Secure 2.0
- Outline when RMDs must be distributed
- Discuss penalty abatement under Form 5329
- Explain the distribution rules for Inherited & IRA plans
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.
Randy Adams (Moderator)
ABC Bookkeeping & Tax Service, Inc.
Randy Adams EA, MSA
Randy manages two accounting offices near Des Moines IA. He has been preparing taxes since 1992. He really enjoys meeting with fellow tax preparers and has traveled to many states as a tax instructor. When not working or out on the road instructing, he enjoys hiking in the National Parks or biking the many trails throughout Iowa.