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Live Webcast Replay

Secure Act 2.0 – Everything that you Need to Know


Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
   50
Category:
ACPEN Tax Institute |  Tax |  IRS Approved
Speaker:
Arthur Werner
Course Levels:
Update
Duration:
2.2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019.  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.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Learning Objectives
  • To 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.

Major Subjects
  • 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

Course Materials

Speaker

Arthur Werner's Profile

Arthur Werner Related seminars and products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Dates

Mon, Jan 30, 2023 - 12:00pm to 02:06pm CST
Sat, Feb 04, 2023 - 10:00am to 12:06pm CST
Mon, Feb 06, 2023 - 09:00am to 11:06am CST
Wed, Feb 15, 2023 - 04:00pm to 06:06pm CST
Sat, Feb 25, 2023 - 10:00am to 12:06pm CST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, EAs, attorneys, and other tax professionals 


Original Recording Date

12/29/22


Course Developer

Werner-Rocca Seminars, Ltd.


Date Added to Catalog

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 50

Comments

John F - Goshen, Kentucky

"Good course. Flowed very well. Thank you!"

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