Instructor
Congress was extremely busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions within SECURE 2.0, which an advisor needs to be able to master. This course will provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
To provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
CPAs, EAs, attorneys, and other tax professionals