CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Self-Study Video

SECURE 2.0 Roundtable

Individual
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$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Taxes
Course Level
Overview
Format
Self-Study Video

Course Description

Join this engaging course featuring a dynamic roundtable with Denise Appleby and Larry Pon, two leading authorities in retirement planning and taxation. This course is packed with features that will benefit tax, accounting, and finance professionals looking to stay ahead of the curve with the recent SECURE 2.0 changes. You’ll gain a comprehensive understanding of how the new legislation impacts distributions from 529 Qualified Tuition Accounts to Roth IRAs and the adjustments in RMD based on age. Furthermore, you’ll learn about the statute of limitations for assessing excise taxes on excess contributions, the specific provisions in SECURE 2.0 for IRA withdrawals in cases of domestic abuse, and the nuances of recent provisions for qualified birth or adoption distributions. This course is designed not just to inform but also to equip you with the knowledge to apply these changes in practical scenarios, enhancing your professional competence and confidence.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Understand distributions from 529 Qualified Tuition Accounts to Roth IRAs; and
  • Identify updated RMD regarding age; and
  •  Know statute of limitations for the assessment of excise taxes due to excess
    contributions; and
  • Understand provisions in SECURE 2.0 regarding IRA withdrawals for domestic abuse
    victims; and
  • Distinguish recent provisions regarding qualified birth or adoption distributions.
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Course Specifics

Course ID
823325864
Revision Date
March 15, 2023
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02651-24-S
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2099
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses. Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, …

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

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