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SECURE 2.0: Business Provisions Related to Employers and Employees | Virtual , Streaming

Your Course Price: $135.00
CPE Credits
3
Date
Wednesday, June 26, 2024
Course Time
09:00am - 12:00pm PT
10:00am - 01:00pm MT
11:00am - 02:00pm CT
12:00pm - 03:00pm ET
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
Knowledge of Federal Income Tax Law
IRS CPE
3
NASBA CPE
3
CTEC CPE
3
Instructor
Amber Groberg CFP, MSA
Course Description

IRS Federal Tax Law Topics 1 CPE

IRS Federal Tax Law Update 2 CPE

CTEC Tax Law Topics 1 CPE & Tax Law Update 2 CPE

NASBA Taxes 3 CPE

This course reviews some of the pension provisions that impact employer retirement plans and their employees. The course will feature the following provisions of the Internal Revenue Code that have been created, modified and enhanced:

  • Optional Treatment of Employer Matching of Nonelective Contributions as Designated Roth Contributions.
  • Pooled Employer Plan (PEP) Modifications.
  • Multiple Employer §403(b) Plans.
  • Small Intermediate Financial Incentives for Contributing to an Employer Plan.
  • Employer Reliability on Employee Certification for Hardship Distributions.
  • Sole-Proprietor Retroactive First-Year Election Deferral for Solo 401(k) Plans.
  • Modification of §45E Credit for Small Employer Pension Plan Start-up Costs.
  • §45AA Small Employer Credit for Hiring Spouses of Military Personnel.
  • SEPs Available to Non-trade or Business Employers.
  • Employer Plans With Designated Roth Account Distribution Rules.
  • Increase in Contributions Allowed by Employers and Employees With SIMPLE Plans.
  • Introduction to technical Correction Legislation proposed and enacted by Congress
  • And More
Learning Objectives

At the conclusion of this course, participants will have a better base of knowledge about various pension plan provisions of the SECURE 2.0 Act of 2022 that impact employer plans and the employees that are participants in the plans. The course will provide the attendee with information which will allow them to better advise their client who is the employer who sponsors and funds the plan, or as their client who is a participant in the plan.

FAQ

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.

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: Streaming
Streaming Refunds
  • Once your registration confirmation is emailed, due to the proprietary materials and content of Streaming orders are NOT ELIGIBLE for refund, cancellation, or transfer to another NSTP course.
Streaming Disclaimer
  • Streaming materials and Streaming 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.
  • Streaming 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.
Testing Policy
  • Streaming require a test for CPE. 3 attempts are allowed.
  • You have 1 (one) year from date of purchase to complete the Streaming course by taking the test.
More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.