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Friday, May 9, 2025 Live Webcast

Tax Implications of Retirement Plan Distributions (X2-54788)

1:00 PM - 2:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in TX

OVERVIEW

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

DESIGNED FOR

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

BENEFITS

After attending this presentation, you will be able to...

  • Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
  • Identify and recall key compliance issues
  • Identify and recall significant issues in the taxation of retirement distributions

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Required minimum distributions for a deceased’s heirs
  • 2025 retirement plan contribution limits
  • Required minimum distributions and contributions to charity
  • Key provisions of Secure Act 2.0

COURSE LEVEL

Intermediate

PREREQUISITES

Basic working knowledge of individual and business taxation.

ADVANCE PREPARATION

None

INSTRUCTOR

Steven Dilley

Steven C. Dilley, CPA, J.D., Ph.D.
(4.4)

Steven C. Dilley, CPA, J.D., Ph.D. 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 Ph.D. 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.