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SECURE & SECURE 2.0: Retirement Tax Planning Conversations for 2023 and Beyond

SECURE & SECURE 2.0: RETIREMENT TAX PLANNING CONVERSATIONS FOR 2023 AND BEYOND

Available Date(s)
Monday, February 06, 2023: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-01369-23-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

New year—new rules! The SECURE Act single-handedly upended many long-standing retirement rules on January 1, 2020—particularly impacting those with large IRAs. And now, in the final days of 2022, Congress passed SECURE 2.0—another giant piece of legislation with even more changes you need to know! 

This keynote presentation features Ed Slott’s best IRA and retirement tax planning strategies for 2023. Learn how to take advantage of the new tax rules and alternative distribution strategies that turn today’s inflation levels into a limited-time planning opportunity with clients. It’s time to rethink and reverse traditional retirement planning strategies. Learn how to develop these new practical planning ideas to showcase your expertise and increase your income.

Learning Objectives:


  • Summarize the highlights of the SECURE Act and new SECURE 2.0 Act provisions advisors need to know (with many different effective dates and limitations to keep straight!)

  • Identify affected clients to inform of the tax rule changes eliminating the stretch IRA—they should hear this from you!

  • Determine how to capitalize on inflation planning for big results: the 3-year window of opportunity for strategic retirement tax planning begins now!

  • Evaluate Roth conversion strategies for clients

  • Recognize how to advise clients on charitable tax planning strategies using IRAs

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Ed Slott, CPA

Ed Slott and Company
Founder and CEO
ed@irahelp.com
(800) 663-1340

Edstottco

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author, and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Mr. Slott regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs, and attorneys. His client list has included leading financial membership organizations, such as FPA, NAPFA, Estate Planning Councils, and AICPA, as well as corporate financial firms Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Genworth Financial, LPL Financial, Advisors Excel and others coast-to-coast.

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, he provides:

1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and

2. Answers to retirement savers’ most essential questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website irahelp.com as a resource for financial professionals and consumers, where tens of thousands of readers follow the Slott Report blog.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily, and numerous additional national magazines and financial publications. He provides a monthly Q&A column to AARP and is a contributing columnist and media resource to Financial Planning, Financial Advisor, and InvestmentNews magazines.

He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBusiness, NPR, and Bloomberg. Mr. Slott has raised more than $65 million for public television and is one of the top 5 pledge drivers of all time with his educational specials, including his most recent, “Retire Safe & Secure! with Ed Slott” (2020).

Mr. Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.
Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

 “The Best Source of IRA Advice”
— The Wall Street Journal

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Edstottco

America’s IRA Experts

Education is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning.

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any particular financial product. We are an educational company working to:

  1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace; and
  2. Answer retirement savers’ most important questions and continually provide practical, applicable and easy-to-understand information on IRA, retirement, tax and financial planning topics