SECURE Act 2.0 In-Depth & Retirement Planning New Planning Strategies Post SECURE Act 2.0
(Full-Day or 2 Half-Days)
(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Tuesday November 19, 2024 or 2 Half-Days 11/19 & 11/20
or Wednesday December 11, 2024 or 2 Half-Days 12/11 & 12/12
or Thursday January 16, 2025 or 2 Half-Days 1/16 & 1/17
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2023) Pre-Recorded Webinar With Live Q&A
There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
Topics & Learning Objectives Include:
- Mandatory Automatic Enrollment
- Credit For Small Employer Pension Plan Startup Costs
- Enhancement Of The Saver’s Credit
- Increase In Starting Age For RMDs
- Indexing IRA Catch-Up
- Higher Catch-Up Limit Age 61, 62, 63, And 64
- Student Loan Payments As Elective Deferrals For Matching Contributions
- Start Up Credit Costs For Employers Joining An Existing Plan
- Financial Incentives For Contributing To a Plan
- Withdrawals For Certain Emergency Expenses
- SIMPLE Plan changes
- Starter 401(K) Plans
- Sec 529 Plan To Roth Rollovers
- Emergency Savings Accounts
- Enhancement of 403(B) Plans
- Qualified Charitable Distributions to Split Interest Entity
- Retirement Savings Lost and Found
- And more!
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
Related Products
8 Credits
Featuring New Tax Issues & Planning Strategies
(Full-Day or 2 Half-Days)
Wednesday December 4, 2024 or 2 Half Days 12/4 & 12/5
or Monday December 16, 2024 or 2 Half Days 12/16 & 12/17
or Monday January 13, 2024 or 2 Half Days 1/13 & 1/14
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$325.00 from $290.00
8 Credits
Featuring New Tax Rules & Strategies Affecting Business Entities
(Full-Day or 2 Half-Days)
Wednesday December 4, 2024 or 2 Half Days 12/4 & 12/5
or Monday December 16, 2024 or 2 Half Days 12/16 & 12/17
or Monday January 13, 2024 or 2 Half Days 1/13 & 1/14
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00
8 Credits
Everything You Need to Know for 2024 Form 1040
(Full-Day or 2 Half-Days)
Wednesday November 20, 2024 or 2 Half Days 11/20 & 11/21
or Wednesday December 18, 2024 or 2 Half Days 12/18 & 12/19
or Tuesday January 7, 2025 or 2 Half Days 1/7 & 1/8
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$325.00 from $290.00
8 Credits
Everything You Need to Know for 2024 Form 1040
(Full-Day or 2 Half-Days)
Monday November 25, 2024 or 2 Half Days 11/25 & 11/26
or Monday December 9, 2024 or 2 Half Days 12/9 & 12/10
or Wednesday December 18, 2024 or 2 Half Days 12/18 & 12/19
or Tuesday January 7, 2025 or 2 Half Days 1/7 & 1/8
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$310.00 from $285.00
8 Credits
(Full-Day or 2 Half-Days)
Tuesday December 10, 2024 or 2 Half Days 12/10 & 12/11
or Any Day Sun-Thu 12/22-12/26 or 2 Half Days 12/10 & 12/11
or Wednesday January 8, 2025 or 2 Half Days 1/8 & 1/9
All New (Fall 2024) Pre-Recorded Webinar With Live Q&A
$320.00 from $285.00
4 Credits
Tuesday November 26, 2024
or
Thursday December 19, 2024
or
Friday January 17, 2025
All New (2023-24) Pre-Recorded Webinar With Live Q&A
$205.00 $165.00
4 NJ Ethics Credits
Sponsored by Accounting Educators
Tuesday November 26, 2024
or
Thursday December 19, 2024
All New Pre-Recorded Webinar
$205.00 $165.00