Webinar:

SECURE 2.0 Act Newly Signed Into Law

The Most Sweeping IRA and Qualified Plan Reform in Decades

Many, But Not All, Provisions, Effective Immediately

Recording Only – No CPE
Recorded on July 14, 2023
Includes Video Recording and Handout
3 hours, 0 CPE, 0 IRS CE
Self-Study Course
Recorded on March 3, 2023

Includes Video Recording, Handout and Exam

3 hours, 3 CPE, 3 IRS CE

Program Description:

On 12/29/22, the massive SECURE 2.0 Act was signed into law. It broadly affects IRAs, SEPs, SIMPLEs, 401(k)s and all other variety of qualified retirement plans. Clients are already reading and asking about it. Plan documents and administrative practices (sooner than later) must be amended. New choices affecting retirement are in play now affecting compliance and planning.

How do we help our clients save money and make money with the new law? Take our new course on SECURE 2.0 and learn how.

Here’s what we’ll explore:

–       Changed – again – starting ages for required minimum distributions (RMDs) (wait ‘til you see this moving target)

–       Planning, planning and planning in response to many changes

–       Changes to amounts and character of IRA catch-up contributions

–       Technical corrections newly identified as badly needed to SECURE 2.0

–       Super duper IRA catch up for the almost retired

–       All-new financial incentives for contributing to a retirement plan

–       More than 10 changed plan withdrawal rules

–       Rothification of catch-up contributions – It’s mandatory!!

–       New exceptions and wrinkles to avoid §72(t) premature withdrawal penalties

–       Overhauled credit for small employer pension plan startup costs

–       Mandatory automatic enrollment provisions in newly established plans

–       Change ups to saver’s credit toss a major league curve ball

–       Qualified disaster and emergency expense withdrawals

–       Retirement savings lost and found

–       More, more and more

A sobering look at this new law reveals it will be difficult to limp through tax season without understanding it. This course instructs as to how to power through it.

bradleyBurnnett

Presenter: Bradley Burnett

Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 40 years of tax practice experience.  His practice emphasis is on tax planning and tax controversy resolution.  He also prepares a handful of tax returns.

Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey, and Canada. He has authored texts of 35 CPE courses.  He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9.  Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top-rated, most requested instructor for CPA Society annual tax conferences.

Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion.  His forte’ is the candid communication of practical ideas relating to tax law.

RickHost: Rick Telberg

 

  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Sandi Leyva, Accountant's Accelerator Founder PresidentHost: Sandi Leyva

 

  • Founder and President Accountant’s Accelerator, Leyva Learning LLC
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Update

Delivery Method: QAS Self-Study

Field of Study: Taxes

CPE Hours: 3

IRS CE Hours: 3

IRS Course Number: TRBKD-U-00014-23-S

NASBA

Leyva Learning LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Our NASBA sponsor number is 112525.

Seating is limited, so register now.  This webinar is packed with high quality content and will fill up fast!

Recording Only – No CPE
Recorded on July 14, 2023
Includes Video Recording and Handout
3 hours, 0 CPE, 0 IRS CE
Self-Study Course
Recorded on March 3, 2023

Includes Video Recording, Handout and Exam

3 hours, 3 CPE, 3 IRS CE