Secure Act 2.0: What You Need to Know

Course Details

Date

Wednesday, May 17, 2023

8:00am – 9:30am (Registration: 3:02am)

Location

Online

Field of Study

Taxation

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

None

Description

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

Highlights

The major topics covered in this course include:

  • 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

Objectives

After attending this course, you will be able to identify and recall key compliance issues and significant changes in retirement provisions.

Designed For

CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$69.00

Non-Member Fee
$90.00

Your Price
$90.00

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