Complimentary for Members

February 26, 2025

In-Person

One Huntington Quadrangle (Lower Level Conference Room)
1 Huntington Quadrangle, Lower Level Conference Room, Melville, New York 11747

NYSED 1

Suffolk Chapter: Secure Act 2.0 Tech Session

This course was designed to provide you with an update on Secure Act 2.0 and impact on Retirement Accounts

February 26, 2025
In-Person
NYSED 1
  • View Bio

    Instructor

    Mark
    Phillips

    View Bio

    Mark Phillips

    Bio
    Record created by Online Generic Account.
  • Plan Design update
  • Retirement Account Distribution Rules
  • Tax Credits available to employers

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Review recent updates in retirement plan design and their implications for employers and employees.
  • Examine key retirement account distribution rules and their impact on tax planning strategies.
  • Identify tax credits available to employers for offering retirement benefits and strategies to maximize these incentives.

Major Topics

  • Plan Design update
  • Retirement Account Distribution Rules
  • Tax Credits available to employers

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

One Huntington Quadrangle (Lower Level Conference Room)

1 Huntington Quadrangle, Lower Level Conference Room, Melville, New York 11747

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and Small Business Owners

Provider

Foundation for Accounting Education

This event has ended.