Concurrent Session Onsite and Online

SOP2307. Secure 2.0: Planning Opportunities for Individuals & Businesses

This session will focus on the SECURE 2.0 Act of 2022 enacted on December 29, 2022. We will discuss the numerous provisions with staggered effective dates that affect both businesses and individuals.

Learning Objectives:

  • Apply the Secure 2.0 Act provisions to assist employers as they assess the effects of its mandatory provisions and any advantages in adopting its optional provisions.
  • Identify the changes in regard to individuals, with respect to the starting age for required minimum distributions (RMDs) and also identify provisions that could allow increased contributions to retirement plans.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Practitioners View
CFP
EA Credit
Speakers
Image of Sandi Thorman

Sandi Thorman

CPA
Partner
GreerWalker LLP
Image of Daniel Moore

Daniel Moore

CPA
Owner
D.T. Moore & Company