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ADP Retirement - Getting Ready for Tax Season (Currently Unavailable)

1 CPE Credits Monday, December 4, 2023 · 9:00am PT / 12:00pm ET
★ ★ ★ ★ ☆ 4.7 (8 ratings)

Davie Kaplan

This course provides an update for “what’s new” in retirement plans including 2022 limits, employer vs. state-sponsored retirement, and new provisions for both Plan Sponsors and participants covered in the SECURE Act. Your business clients expect you to help them navigate their choices, and this course was designed to help you be ready!
This course is excluded from the following subscription programs: Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Topics Covered

  • Why Retirement Plans Matter
  • Employer-sponsored Retirement Plans
  • State Sponsored Retirement Plans
  • The SECURE 2.0 Act of 2022

Learning Objectives

  • Understand why retirement plans matter to business owners
  • Review the three most common employer-sponsored retirement plans — SIMPLE IRA, SEP, 401(k)
  • Learn more about the new trends in state-sponsored retirement plans
  • Discover how the SECURE 2.0 Act of 2022 may impact Plan Sponsors and Plan Participant
  • Understand the SECURE 2.0 legislative impacts on tax incentives

Level
Basic

Instructional Method
Group: Live

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
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