Description
This program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers.
Objective
After completing this course, you will be able to: • Implement practical strategies based on the Secure Act 2.0 provisions • Identify and recall key compliance issues • Identify and recall significant changes in retirement provisions
Highlights
• Expanding Automatic Enrollment in Retirement Plans • Increased Age for RMDs • Higher Catch-up Contribution Limit • Emergency Expense Penalty-Free Withdrawals • “Starter” 401(k)s for Certain Employers • Part-time Worker Improved Coverage • Excise Tax Reduction for Certain Retirement Plan Accumulations • Employee Plan Conflict Resolution Expansion • Retroactive First Year Elective Deferrals for Sole Proprietors • Change in Plan Requirements for Unrollees • Surviving Spouse Election • Reduced Tax on Excess Contributions • Timely Plan Amendment Changes • Elective Deferral Changes • Employer Match as Roth Contribution
Who Should Attend
Accountants in public practice
Required Knowledge
Basic working knowledge of tax issues as they related to employee and retirement benefits.
Advanced Prep
None
Event Speaker(s)
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.
If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .
*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.
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Registration Fees
| Registration | Early Bird | Regular |
|---|---|---|
| NCACPA Member | N/A | $75.00 |
| Non-Member | N/A | $110.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.