The SECURE 2.0 Act - CE Meeting
Thursday November 9th, 2023
Amarillo Club 30th floor, CareXpress Room
600 S. Tyler St. Amarillo, Tx
11:30 am - 1:00 pm
“The SECURE 2.0 Act”
Anthony Curatola
No charge for anyone who attended the Fall Institute.
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Anthony Curatola, joined the faculty of Drexel University as the Joseph F. Ford Professor of Accounting in 1989. In addition to his academic position, he serves as the coordinator of the accounting doctoral program. He is the Editor of the Tax Column for Strategic Finance since 1992 and has served as the editor of the Journal of Legal Tax Research. He has been called on to provide information to the House Judiciary Committee concerning the source tax law, and he is a regular contributor to numerous academic and professional journals. Received funding from Louisiana Accounting and Education Foundation and the International Foundation of Employee Benefit Plans for his research on the taxation of retirement income across states and across gender.
Topic:
The SECURE 2.0 Act - The legislation provides a slate of changes that could help strengthen the retirement system - and Americans' financial readiness for retirement. This meeting will highlight the tax and non-tax provisions of the SECURE 2.0 Act of 2023. Although many of the provisions are not effective until after December 31, 2024, some are effective upon enactment of the legislation. For example, the 50 percent excise tax for failing to take an RMD has been reduced to 25 percent and the RMD age increases to 73 in 2023. Thus, clients are going to hear a lot about the new legislation from the media and are going to expect you to be up on the issues.
Fees:
Fall Institute Attendee - Lunch or Zoom Option - No Charge (Please email aaecp1@gmail.com directly)
In Person Lunch - $60
Zoom - $30
CE has been approved for 1.25 ABA (CTFA, CRSP, CISP) credits and 1.25 for CPE. CFP and TX MCLE have both been approved for 1 hour.
Please Note: We will not be able to provide refunds for cancellations after November 2nd or for no-shows.
