Secure Act 2.0 – Everything that you Need to Know

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Instructor

Art
Werner

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Art Werner, J.D., M.S.

Bio

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Learning Objectives

To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

Major Topics

Mandatory Automatic Enrollment
Credit For Small Employer Pension Plan Startup Costs
Enhancement Of The Saver’s Credit
Increase In Starting Age For RMDs
Indexing IRA Catch-Up
Higher Catch-Up Limit Age 61, 62, 63, And 64
Student Loan Payments As Elective Deferrals For Matching Contributions
Start Up Credit Costs For Employers Joining An Existing Plan
Financial Incentives For Contributing To a Plan
Withdrawals For Certain Emergency Expenses
SIMPLE Plan changes
Starter 401(K) Plans
Sec 529 Plan To Roth Rollovers
Emergency Savings Accounts
Enhancement of 403(B) Plans
Qualified Charitable Distributions to Split Interest Entity
Retirement Savings Lost and Found

CPE Credits Available

2.2 CPE

2.2: Taxes

Things to Know About This Course

Course Level

Update

Professional Area of Focus

Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and other tax professionals

Provider

ACPEN

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