SECURE Act 2.0: What You Need to Know WEBCAST
Overview
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.
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.
Prerequisites
Basic working knowledge of tax issues as they related to employee and retirement benefits.
Designed For
CPAs working in public accounting and members in industry.
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Dilley, Federal Tax Workshops Inc
Steve Dilley is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 35 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. He was nominated in 2004 for the “Educator of the Year Award” and received the 2005 “Distinguished Achievement in Accounting Education Award” in Michigan. He also received the 2007 MSU Accounting and Information Systems Department Outstanding Teacher 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.
Non-Member Price $59.00
Member Price $29.00