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

Icon_Webcast
Webcast
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
WC1822307566
Revision Date
December 2, 2022
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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Denise Appleby
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses. Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, …

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Read More »

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

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 7 hour(s) and 40 minutes to watch today.

Icon_Webcast
Webcast
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
WC1822307566
Revision Date
December 2, 2022
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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Denise Appleby
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses. Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, …

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Read More »

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


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 7 hour(s) and 40 minutes to watch today.

$49.00