Tax Implications of Retirement Plan Distributions

CPE Credit:

Overview

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.

Field of Study:

Taxes (1.0 CPE)

Instructor

Instructor:

Steven C. Dilley, CPA, JD, PhD

Additional Details

Who should attend:

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

Program Level:

Intermediate

Program Content:

The major topics that will be covered in this course include:

Required minimum distributions for a deceased’s heirs
2025 retirement plan contribution limits
Required minimum distributions and contributions to charity
Key provisions of Secure Act 2.0

Learning Objectives:

After attending this presentation, you will be able to…

Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Identify and recall key compliance issues
Identify and recall significant issues in the taxation of retirement distributions

Prerequisites:

Basic working knowledge of individual and business taxation.

Advanced Preparation:

None

Developed By:

Federal Tax Workshops, Inc

Format:

Group-Internet-Based

Course Code:

FTSDTIR1

Registration:

$55.00

Attendee Information

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