CPA - large firm
Enrolled Agent
Federal tax rules and regulations have changed recently with the SECURE 2.0 Act as well as new proposed (and subsequently final) regulations. This course will cover those changes and business tax deductions for your clients to be prepared in 2023. The course will also review how credit, expenses, and spending for small and midsize businesses in several industries can help save time and money through Divvy.
Learning Objectives:
- Recognize updates to the SECURE Act that impact retirement
- Identify new updates under SECURE 2.0 Act
- Recall IRS regulations for inherited RMDs
- Give examples of business tax deductions and planning opportunities
- Evaluate a spend management solution that gives businesses credit and the software to manage it
Carlos Dias Jr.
Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
About Our Sponsor
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.