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Secure Act 2.0: What you need to know (Z2-611)

75 Minutes
On demand - Video

On Demand - Video

1.5 CPE Credits in TX

OVERVIEW

This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

BENEFITS

  • Identify and recall key compliance issues and significant changes in retirement provisions.

HIGHLIGHTS

  • 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
  • Excise Tax Reduction for Certain Retirement Plan Accumulations
  • Employee Plan Conflict Resolution Expansion
  • Retroactive First Year Elective Deferrals For Sole Proprietors
  • Change in Plan Requirements for Unrollees
  • Surviving Spouse Election
  • Reduced Tax on Excess Contributions
  • Timely Plan Amendment Changes
  • Elective Deferral Changes
  • Employer Match as Roth Contribution

COURSE LEVEL

Basic

PREREQUISITES

None

INSTRUCTOR

Steven Dilley

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

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PRICING

$43.00 - Member

$63.00 - Nonmember

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This event has been cancelled.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings