Congress enacted the SECURE 2.0 Act of 2022 into law as part of the Consolidated Appropriations Act, 2023. This law has significant impacts on retirement accounts and how taxpayers can save and use their retirement funds. This course goes over the SECURE 2.0 Act provisions that will be most commonly encountered in the typical tax practice.
Learning Objectives:
Explain how existing tax provisions were modified by the SECURE 2.0 Act of 2022.
Describe the new tax provisions created by the SECURE 2.0 Act of 2022.
Summarize the new and modified exceptions to the 10% additional tax for early withdrawals.
Education Information
IRS Program Number: NMVBP-T-00235-22-O
Length: 100 minutes plus optional question-and-answer session (no CE)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Online Webinar/Group Internet Based
Field of Study: NASBA Federal Tax Topic; IRS Federal Tax Related Matter
Credit Hours: 2 CPE/CE
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.
All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies.
