
Update

CPE Credits
1 Credits: Taxes
Course Description
Join Denise Appleby and Larry Pon as they delve into IRS Notice 2022-53 and see if the IRS provided clear guidance or raised more questions on new retirement account provisions.
Learning Objectives
- IRS Notice 2022-53 (What it does)
- Designated beneficiaries (Secure Act)
- Ten-year rule interpretation (Secure Act)
- Proposed Regulations (Final?)
- 2023 & After (Crystal Ball)
Course Specifics
Course ID LIVE-WEBCAST-2022-04 |
Prerequisites None |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02281-22-O
IRS Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1863
CTEC Federal Tax Update Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
IRS Notice 2022-53 Roundtable with Denise Appleby and Larry Pon

Expert Instructors

CPE CREDITS
1 Credits: Taxes
$49.00

Update

CPE Credits
1 Credits: Taxes
Course Description
Join Denise Appleby and Larry Pon as they delve into IRS Notice 2022-53 and see if the IRS provided clear guidance or raised more questions on new retirement account provisions.
Learning Objectives
- IRS Notice 2022-53 (What it does)
- Designated beneficiaries (Secure Act)
- Ten-year rule interpretation (Secure Act)
- Proposed Regulations (Final?)
- 2023 & After (Crystal Ball)
Course Specifics
Course ID LIVE-WEBCAST-2022-04 |
Prerequisites None |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02281-22-O
IRS Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1863
CTEC Federal Tax Update Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
IRS Notice 2022-53 Roundtable with Denise Appleby and Larry Pon

Expert Instructors

CPE CREDITS
1 Credits: Taxes
$49.00