Planning for Retirement Accounts after Secure 2.0 w/ Q&A
Presented by: Neil Katz, Esq., J.D., CPA, LL.M. (Tax)
Course Overview: Just before the end of 2022, the provisions that have come to be known as Secure 2.0 were enacted by Congress as part of the Consolidated Appropriations Bill. This webinar will review the tax related provisions of Secure 2.0 to provide the participants with an understanding of the revisions to the Required Minimum Distribution Rules, the changes to the “Catch-Up” contribution limits, modifications to penalty provisions as well as introduce the participants to new provisions related to 529 plan assets, retirement account tax credits and Qualified Charitable Distributions.
Credits: 1.5 CPE/TAXES / 1 IRS CE G1U2N-U-00270-23-O
Location: ZOOM Webinar
Time:8:30AM - 10:00AM (ET)
NCCPAP Members $50
*Registration will close @3 PM, Thursday, February 9th
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation: None Type of Delivery: Group Internet Based
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
New Jersey State License Number: 20CE00046700
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or e-mail firstname.lastname@example.org.