Description

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Instructor: Steven C. Dilley, CPA, JD, PhD

Target Audience

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

Course Objectives

After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsIdentify and recall key compliance issuesIdentify and recall significant issues in the taxation of retirement distributions

Subjects

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

Prerequisites

Basic working knowledge of individual and business taxation.