Secure 2.0 Update 2024
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Speaker : ANTHONY P.CURATOLA
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When : Tuesday, July 23, 2024
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Time : 11 : 30 AM EST
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Anthony Curatola is the Joseph F. Ford Professor of Accounting and Tax
at Drexel University in Philadelphia. Tony’s area of research is the
taxation of individuals, small businesses owners, and retirement income.
He has authored over 230 articles in his field and has completed
sponsored research for external groups. His findings have appeared in
media such as Forbes, The Washington Post, Wall Street Journal, and The
New York Times. He is the editor of the tax column for Strategic
Finance, and the author of several interactive education courses for
Thomson Reuters. He holds a variety of leadership positions in
accounting associations, including the Institute of Management
Accountants. Dr. Curatola earned his B.S. in Accounting ’75 and MBA in
Finance ‘77 from Drexel University, M.A. in Accounting ’79 from The
Wharton School of the University of Pennsylvania, and Ph.D. in
Accounting ‘81 from Texas A&M University.
This session highlights the tax and non-tax provisions of the SECURE 2.0 Act of 2022 that are effective for tax year 2024 and others tax provisions that are delayed until after December 31, 2024. Thus, businesses and clients are going to hear about the new legislation from the media and are going to expect you, as a tax professional, to be up on the issues. Thus, this webinar will present the changes to the legislation, illustrate them, and highlight the effective dates so that you can be ready to respond to your client’s inquiries.
Areas Covered
- Discuss the tax provision that are effective for 2024.
- Review the 2024 SECURE 2.0 technical corrections provided by Treasury.
- Discuss the technical correction bill pending in Congress.
- Present other tax provision changes that are effective in the following year.
- Discuss the status of the extender provisions.
Course Level - Basic, Intermediate
Who Should Attend
Tax preparers, CPAs, Accountants, Local and regional accounting firms, Financial Planners, Consultants.
Why Should You Attend
Saving for retirement is achieved in a variety of ways: Social Security, Employer sponsored retirement plans, and individual retirement plans. The SECURE 2.0 Act modifies and introduces tax provisions encouraging employers to sponsor retirement savings and individuals to participate in such plans. But like most tax laws, the interpretation of the law may be tricky to understand, may have several tax sections effective in a later tax year (such as 2024), and require technical corrections. Therefore, this session discusses the most relevant provisions and modifications introduced by the SECURE 2.0 Act that are applicable for tax year 2024 and the technical corrections issued.
Topic Background
The SECURE 2.0 Act of 2022 impacts many Internal Revenue Code tax sections pertaining to retirement income for businesses and individuals. Many of these tax provisions did not become applicable until the calendar year 2024. Since the signing of this tax bill into law, Treasury recently issued corrections to some of these provisions while other provisions are awaiting clarification by Congress.
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$160.00
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