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Secure Act 2.0 Update 2023

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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.

Learning Objectives

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
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.

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Randy Adams (Moderator)

President

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.

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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.