Complimentary for Members

November 13, 2025


Live Webcast


NASBA 2

Rockland Chapter: 2025 Tax Planning Using Qualified Retirement Plans Tech Session Webinar

Join the Rockland Chapter to understand the benefits of Qualified Retirement Plans & Differentiate between types of Qualified Retirement Plans.

November 13, 2025
Live Webcast
NASBA 2
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    Instructor

    Andrew
    Roth

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate the strategic advantages of qualified retirement plans.
  • Compare the features and suitability of different qualified retirement plans.
  • Analyze the impact of the SECURE Act and SECURE 2.0 on retirement planning.

Major Topics

  • Benefits of Qualified Retirement Plans
  • Types of Qualified Retirement Plans
  • Secure Act & Secure Act 2.0 Future Trends and More

CPE Credits Available

NASBA 2
2
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Owners of CPA firms wanting to gain insights and strategies on the use of Qualified Retirement Plans

Provider

Foundation for Accounting Education

This event has ended.