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Secure 2.0 Retirement Savings and Tax Planning Opportunities for You and Your Clients | Virtual , Special Topics

Your Course Price: $699.00
CPE Credits
Thursday, May 11, 2023
Course Time
08:00am - 01:00pm
Advanced Preparation
Course Level
Knowledge of Federal Income Tax Law
Paul La Monaca CPA MST
Course Description

This course introduces the Tax Professional to the most recent pension savings retirement opportunities available. The presentation will discuss individual and small business retirement planning vehicles and new increased annual contribution amounts. The SECURE 2.0 Legislation spans over seven years of changing Tax provisions in the Internal Revenue Code. The following are some of the highlights that will be presented:

  • Increases in the annual catch-up contribution limits for taxpayers age 50 and older
  • New increases in annual catch-up contributions for taxpayers age 60-63
  • Increases in the opportunity to avoid paying the §72(t), 10% penalty on early withdrawals for certain emergency expenses and for victims of domestic abuse
  • Special rules for use of retirement funds in connection with qualified federally declared disasters
  • Student loan matching by employer plans
  • New Savers Match contribution by the Federal government
  • Improvements for transfers to qualified longevity annuity contracts (QLACs) allowing further deferral of RMDs
  • Increase in the required beginning date (RBD) for required minimum distributions (RMDs)
  • Special pension rules for military spouses and their employers
  • Allowance of pension contributions by domestic employers
  • Starter §401K plans for employers with no retirement plan
  • Much more

This presentation will cover the SECURE 2. Legislation in 2 sessions.

Session 1:

  • Expanding Coverage and Increasing Retirement Savings
  • Preservation of Income
  • Session 2:

  • Simplification and Clarification of Retirement Rules
  • Revenue Provisions
  • Learning Objectives

    At the conclusion of this presentation, Tax Professionals at all levels of experience will have obtained a solid base knowledge on the new opportunities available for taxpayers to save more for their retirement. Participants will be able to assist their clients in tax planning and retirement opportunities at every level of their working lives, whether it be launching a current career or getting ready to ride out the last few years of their work life.Tax Professionals will also be informed as to all the various effective dates of the new, amended, and enhanced tax provisions spanning over the next 7 years.


    To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

    This varies by location and seminars. Please check your specific course schedule for more details.

    Yes. Each attendee will need to make their own travel and hotel reservations.

    Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

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    Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

    Your certificate will be emailed to you within 10 business days of the completion of the course.

    Administration: Special Topics
    Special Topics Refunds
    • Refunds or transfers to future education are allowed up to 7 days prior to the beginning of the course.
    • A $25 administrative fee will be charged for all course changes.
    • There are no partial refunds or discounts if a portion of the course is missed.
    • Once the Course Materials PDF is emailed, refunds are no longer available for that course.
    Special Topics Registration
    • Registrations must be received no later than 7 days prior to the beginning of the course.
    • Registrations received after this date will be subject to a $35 late fee.
    Special Topics Cancellation Policy
    • A $25 administration fee will be charged for all course changes.
    Special Topics Changes
    • An administrative charge of $25 will be assessed when any requested course changes are made.
    • Live courses may not be retaken without additional payment.
    Special Topics Cancellation
    • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is cancelled, participants will be refunded 100% of their registration fee.
    Special Topics Walk-In
    • We do not accept walk-in attendees. Payment must be received in advance of the class.
    Special Topics Disclaimer
    • Special Topics materials and Special Topics presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
    • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
    • Special Topics materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
    Special Topics Attendance Policy
    • Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
    More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
    Executive & Charter Members
    Executive & Charter Members Special Topics Refunds Executive & Charter Members Special Topics Refunds
    • Executive/Charter Members will be charged a $150.00 administration fee if they fail to cancel a course registration and fail to appear for the seminar.