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Tax Implications of Retirement Plan Distributions

Oct 8
5:00 - 6:00 p.m.

Online

1.00-Tax
CPE Credits

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

After attending this presentation, you will be able to...

Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Identify and recall key compliance issues
Identify and recall significant issues in the taxation of retirement distributions

Highlights

The major topics that will be covered in this course include:

Required minimum distributions for a deceased’s heirs
2025 retirement plan contribution limits
Required minimum distributions and contributions to charity
Key provisions of Secure Act 2.0

Registration

PICPA Member: $55
Nonmember: $80

More Information

Course No. FTSDTIR1 Level: Intermediate

Prerequisites: Basic working knowledge of individual and business taxation.

Notes
You will receive an email confirmation with the course link and details. This email will come from webinars@cpacrossings.com. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If you still cannot locate the email, call the CPA Crossings Webinar Helpdesk at 877.370.2220 for assistance.