SECURE Act and SECURE 2.0 IRS Guidance
This ENGAGE2025 session rebroadcast will provide you with an efficient update on critical developments over the last several years.
Format
Webcast
Date
Nov 03, 2025
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
1.5
Instructor
Robert S. Keebler
Availability
3 months
Product Number
WC5104177
The landscape of retirement account taxation has shifted dramatically in just a few short years.
From the SECURE Act and COVID-19 relief measures to SECURE 2.0 and a steady stream of IRS regulations and guidance, the pace of change has been relentless.
And with major tax changes already a reality, professionals need to be ready for what’s coming next.
That’s why this ENGAGE 2025 session rebroadcast is a must-attend opportunity. In one efficient session, you’ll gain a clear, comprehensive update on the most important developments shaping retirement account taxation.
Our experts will cut through the noise to highlight the changes that matter most to your clients and practice and help you anticipate the implications of upcoming reforms.
This event is CFP-eligible.
Recording and handouts will be uploaded in the Workfront space, together with compliance form.
Key Topics
- SECURE Act
- SECURE 2.0
- 2025 Tax Reform
- Retirement taxation
Learning Outcomes
- Recall the SECURE Act, focusing on the final regulations and guidance implementing the postmortem distribution rules.
- Recall SECURE 2.0, focusing on the year-by-year rollout of changes.
- Recognize the most recent developments and potential future reform.
Who Will Benefit
CPA financial planners, 3-4 years in the profession
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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