November 19, 2022


Webinar


2 Total CPE Credits

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The SECURE Act, the Extenders, and How it Applies to Retirement Planning

Learning Objectives

  • To help all tax professionals to become familiar with the provisions and implications of the SECURE Act prior to the start of the tax season as well as to explain to all tax professionals the renewal of the various tax provision (the “extenders”) and the repeal of certain tax-related provisions of the Affordable Care Act.

Major Topics

  • Overview of the SECURE ACT
  • RMD changes
  • IRA changes
  • “Stretch” changes
  • New penalty exceptions
  • 401(k) plan changes
  •  Employer tax credits
  • Extender legislation
  • ACA changes

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and other tax professionals

Provider

ACPEN

This event has ended.