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IRS Notice 2022-53 Roundtable with Denise Appleby and Larry Pon

Icon_Level
Update
Credits
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

  1. IRS Notice 2022-53 (What it does)
  2. Designated beneficiaries (Secure Act)
  3. Ten-year rule interpretation (Secure Act)
  4. Proposed Regulations (Final?)
  5. 2023 & After (Crystal Ball)

Course Specifics

Course ID
LIVE-WEBCAST-2022-04
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02281-22-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
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

No Instructor Selected

IRS Notice 2022-53 Roundtable with Denise Appleby and Larry Pon

Expert Instructors
CPE CREDITS
1 Credits: Taxes

$49.00

Icon_Level
Update
Credits
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

  1. IRS Notice 2022-53 (What it does)
  2. Designated beneficiaries (Secure Act)
  3. Ten-year rule interpretation (Secure Act)
  4. Proposed Regulations (Final?)
  5. 2023 & After (Crystal Ball)

Course Specifics

Course ID
LIVE-WEBCAST-2022-04
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02281-22-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
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

No Instructor Selected

IRS Notice 2022-53 Roundtable with Denise Appleby and Larry Pon

Expert Instructors
CPE CREDITS
1 Credits: Taxes

$49.00