Webcast
Basic
CPE Credits
3 Credits: Taxes
Course Description
The SECURE 2.0 Act of 2022 was developed to increase retirement savings by encouraging taxpayers to save and employers to offer more savings opportunities. Some provisions are effective retroactively, some immediately, and some in the future as late as 2028. This session is a comprehensive analysis of the law starting with where we are now, what is changing, and when it is changing.
Learning Objectives
Upon completing this course, participants will be able to:
- Understand the automatic enrollment and escalation requirements for employer sponsored plans;
- Explain the increased catch-up contribution rules;
- Discuss how Section 529 Plans and Student Loan Payments impact retirement savings; and
- Understand the new credits for pension plan start-up costs.
Course Specifics
|
Course ID WC1823322919 |
Revision Date February 1, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02319-23-O
IRS Federal Tax Update Credits: 3
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02319-23-O
IRS Federal Tax Update Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1888
CTEC Federal Tax Update Credits: 3
CTEC Course Number: 2071-CE-1888
CTEC Federal Tax Update Credits: 3
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
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …
SECURE 2.0: Securing a Strong Retirement Act of 2022
$147.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 3 hours in length so you must start it before 05:00 pm ET.
Start within 2 hour(s) and 05 minutes to watch today.
Webcast
Basic
CPE Credits
3 Credits: Taxes
Course Description
The SECURE 2.0 Act of 2022 was developed to increase retirement savings by encouraging taxpayers to save and employers to offer more savings opportunities. Some provisions are effective retroactively, some immediately, and some in the future as late as 2028. This session is a comprehensive analysis of the law starting with where we are now, what is changing, and when it is changing.
Learning Objectives
Upon completing this course, participants will be able to:
- Understand the automatic enrollment and escalation requirements for employer sponsored plans;
- Explain the increased catch-up contribution rules;
- Discuss how Section 529 Plans and Student Loan Payments impact retirement savings; and
- Understand the new credits for pension plan start-up costs.
Course Specifics
|
Course ID WC1823322919 |
Revision Date February 1, 2023 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02319-23-O
IRS Federal Tax Update Credits: 3
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02319-23-O
IRS Federal Tax Update Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1888
CTEC Federal Tax Update Credits: 3
CTEC Course Number: 2071-CE-1888
CTEC Federal Tax Update Credits: 3
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
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …
SECURE 2.0: Securing a Strong Retirement Act of 2022
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 3 hours in length so you must start it before 05:00 pm ET.
Start within 2 hour(s) and 05 minutes to watch today.
$147.00