CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

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

1 Credits: Taxes

$49.00

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

Format
Webcast
Course Level
Update
CPE Credits

1 Credits: Taxes

Course Description

This course, guided by Denise Appleby and Larry Pon, offers an in-depth exploration of IRS Notice 2022-53, crucial for professionals managing retirement accounts in the wake of new regulations. It features detailed discussions on how the Notice impacts the Secure Act’s provisions, particularly regarding designated beneficiaries and the ten-year rule. Participants will benefit from expert insights into the interpretation of these regulations and their potential evolution in 2023 and beyond. The course not only demystifies the Notice but also provides a forward-looking perspective, equipping professionals with the knowledge to prepare for possible future scenarios. By understanding these regulatory changes, participants will be better positioned to advise clients on retirement planning effectively, ensuring compliance and strategic financial management in this dynamic regulatory environment.

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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)
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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 registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

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 »

Larry Pon

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.