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Live Webcast Replay

The SECURE Act 2.0 – Planning Opportunities for Individuals


Total Credits: 1.2 including 1.2 Taxes - Technical

Average Rating:
   23
Categories:
Accounting and Auditing |  Tax |  IRS Approved |  ACPEN Tax Institute
Faculty:
Allison M. McLeod, LL.M., CPA
Course Levels:
Basic
Duration:
1.2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds.  This course will provide a concise look at these hot topics.  

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Basic Course Information

Learning Objectives
  • Understand the newest tax developments contained in in the Secure Act 2.0.
  • Learn about the expanded contribution and catch-up limits for individuals.
  • Obtain understanding on when certain withdrawals will be penalty free.
  • Understand the newest developments on required minimum distribution dates.

Major Subjects
  • Implications for individuals:
    • Changes to the Saver’s Credit
    • Changing the required minimum distribution rules for Roth 401(k)s
    • Changes to required beginning dates for required minimum distributions of retirement plans.
    • Penalty-Free Withdrawals for Certain Emergency Expenses
    • Special provisions for firefighters and military personnel spouses
    • Increases in catch-up contributions
    • Impact on 529 plans
    • Opportunities for student loan payment matching

Course Materials

Faculty

Allison M. McLeod, LL.M., CPA's Profile

Allison M. McLeod, LL.M., CPA Related Seminars and Products


Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. 

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax.   She also lectures in Financial Accounting and Individual Taxation on an undergraduate level.  She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC.   Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation.  She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses.  Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.  


Dates

Wed, Jul 24, 2024 - 09:00am to 10:07am EDT
Sat, Aug 03, 2024 - 11:00am to 12:07pm EDT
Thu, Aug 22, 2024 - 01:00pm to 02:07pm EDT
Sat, Sep 07, 2024 - 03:00pm to 04:07pm EDT
Fri, Sep 20, 2024 - 04:00pm to 05:07pm EDT
Thu, Oct 10, 2024 - 07:00pm to 08:07pm EDT
Sat, Oct 19, 2024 - 09:00am to 10:07am EDT
Tue, Nov 05, 2024 - 11:00am to 12:07pm EST
Thu, Nov 14, 2024 - 07:00pm to 08:07pm EST
Wed, Dec 04, 2024 - 03:00pm to 04:07pm EST
Fri, Dec 13, 2024 - 04:00pm to 05:07pm EST
Tue, Dec 24, 2024 - 05:00pm to 06:07pm EST
Fri, Jan 10, 2025 - 09:00am to 10:07am EST
Sat, Jan 25, 2025 - 11:00am to 12:07pm EST
Tue, Feb 04, 2025 - 01:00pm to 02:07pm EST
Sat, Feb 15, 2025 - 03:00pm to 04:07pm EST
Thu, Mar 13, 2025 - 04:00pm to 05:07pm EDT
Wed, Mar 26, 2025 - 05:00pm to 06:07pm EDT
Mon, Apr 07, 2025 - 09:00am to 10:07am EDT
Thu, Apr 24, 2025 - 07:00pm to 08:07pm EDT
Mon, May 05, 2025 - 01:00pm to 02:07pm EDT
Wed, May 21, 2025 - 03:00pm to 04:07pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax implications.  All in-house and public practice tax professionals will benefit from this timely and insightful seminar. 
Original Recording Date 01/2023
Yellow Book No
Course Developer Allison McLeod
Date Added to Catalog 01/05/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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Overall:      4.7

Total Reviews: 23

Comments

Mark H

"good information for the various distribution rules for retirement accounts and 529 plans"

James C

" "