On-Demand: Tax Summit - SECURE 2.0
Course Description
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a wide range of changes to the retirement planning landscape. Nearly three years later Congress, via the Consolidated Appropriations Act of 2023, includes a comprehensive retirement bill known as SECURE Act 2.0.The key point of this program is that while no single change in SECURE 2.0 requires the same urgency we found in the original SECURE Act, there are far more provisions in SECURE 2.0 that may have a significant impact for some clients there were in the original version. This class will assist tax pros potential planning opportunities for our clients.
Learning Objectives
- Perform an overview of provisions impacting Tax Professionals.
- Inspect changes to RMD age.
- Distinguish what provisions start in which tax year.
- Evaluate the impact of modification for penalties of missed RMDs.
- Review significant number of Roth IRA related alterations.
- Analyze measures designed to encourage increased retirement savings.
Presenters
Allan "AJ" Reynolds, EA
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
Continuing Education
This course qualifies for IRS and CTEC Continuing Education Hours. NAEA reports IRS/CTEC CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.