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Retirement Plan Tax Strategies for 2024

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Webcast

2.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

The SECURE Act (2020) and now SECURE 2.0 (2022) represent the most significant changes to retirement planning since 2001. Arguably, the biggest difference is the retroactive plan adoption provisions. Businesses usually don’t have financial results finalized until after the close of the taxable year, and this new extended deadline will give companies extra time to decide whether a retirement plan may be beneficial and, if so, retroactively adopt a new qualified plan to get the benefits of tax deductions for the taxable year just ended. Coupled with the change in available tax credits for adopting new plans, this gives clients a vast opportunity to shelter taxable income with the full benefit of hindsight.

  • Course Instructor: Mark W. Clark
  • Highlights

    • An objective look at retirement plan selection
    • Pros and cons of different plan types
    • Make you an even more valuable resource to your clients

    Prerequisites

    None

    Designed For

    CPAs and financial advisors.

    Objectives

    • Identifying tax-favored planning opportunities for your clients

    Preparation

    None

    Notice

    This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.

    Non-Member Price $119.00

    Member Price $89.00