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Live Webcast Replay

SECURE Act 2.0: What You Need to Know

Total Credits: 1 including 1 Taxes - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Tax Institute |  IRS Approved |  Tax
Speaker:
Steven C. Dilley, CPA, JD, PhD
Course Levels:
Intermediate
Duration:
1 Hour
Product Type:
Live Webcast Replay
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

Signed by President Biden on December 29, 2022, as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers.  Learn what you need to know for this filing season and how to plan for future years for your clients.

**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

Learning Objectives
  • Implement practical strategies based on the Secure Act 2.0 provisions
  • Identify and recall key compliance issues
  • Identify and recall significant changes in retirement provisions

Major Subjects
  • Expanding Automatic Enrollment in Retirement Plans
  • Increased Age for RMDs
  • Higher Catch-up Contribution Limit
  • Emergency Expense Penalty-Free Withdrawals
  • “Starter” 401(k)s for Certain Employers
  • Part-time Worker Improved Coverage

Course Materials

IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_10_16_21 (442.7 KB) Available after Purchase
IRS Credit Request Form- ONLY COMPLETE FOR IRS CREDIT ONLY (265.5 KB) Available after Purchase
SECURE Act 2.0: What You Need to Know Handout (3 MB) Available after Purchase

Speaker

Steven C. Dilley, CPA, JD, PhD's Profile

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

Wed, May 22, 2024 - 08:00am to 09:03am CDT
Mon, Jun 03, 2024 - 10:00am to 11:03am CDT
Thu, Jun 13, 2024 - 06:00pm to 07:03pm CDT
Wed, Jun 19, 2024 - 02:00pm to 03:03pm CDT
Fri, Jul 05, 2024 - 04:00pm to 05:03pm CDT
Sat, Jul 20, 2024 - 08:00am to 09:03am CDT
Mon, Aug 05, 2024 - 10:00am to 11:03am CDT
Wed, Aug 21, 2024 - 12:00pm to 01:03pm CDT
Wed, Sep 11, 2024 - 02:00pm to 03:03pm CDT
Tue, Sep 24, 2024 - 04:00pm to 05:03pm CDT
Thu, Oct 03, 2024 - 08:00am to 09:03am CDT
Fri, Oct 18, 2024 - 10:00am to 11:03am CDT
Sat, Nov 09, 2024 - 12:00pm to 01:03pm CST
Mon, Nov 25, 2024 - 02:00pm to 03:03pm CST
Thu, Dec 05, 2024 - 06:00pm to 07:03pm CST
Wed, Dec 18, 2024 - 08:00am to 09:03am CST
Mon, Dec 30, 2024 - 10:00am to 11:03am CST
Fri, Jan 03, 2025 - 12:00pm to 01:03pm CST
Mon, Jan 20, 2025 - 02:00pm to 03:03pm CST
Sat, Feb 01, 2025 - 04:00pm to 05:03pm CST
Mon, Feb 24, 2025 - 08:00am to 09:03am CST
Mon, Mar 03, 2025 - 10:00am to 11:03am CST
Wed, Mar 19, 2025 - 12:00pm to 01:03pm CDT
Thu, Apr 10, 2025 - 02:00pm to 03:03pm CDT
Fri, Apr 25, 2025 - 04:00pm to 05:03pm CDT

Additional Info

Basic Course Information

Prerequisites Basic working knowledge of tax issues as they related to employee and retirement benefits
Advanced Preparation

None


Designed For CPAs working in public accounting and members in industry
Original Recording Date 04/2024
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 3/13/24

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.

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