Tax Implications of Retirement Plan Distributions
1.00 Credits
Member Price $55
Non-Member Price $75
Overview
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Required minimum distributions for a deceased’s heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0
Prerequisites
Basic working knowledge of individual and business taxation.
Designed For
CPAs and members in industry seeking an in-depth review of required minimum distribution rules.
Objectives
After attending this presentation, you will be able to...
- Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
- Identify and recall key compliance issues
- Identify and recall significant issues in the taxation of retirement distributions
Preparation
None
Leader(s):
Leader Bios
Steven Dilley, Federal Tax Workshops
Steven C. Dilley, CPA, JD, PhD, is president of Federal Tax Workshops, Inc., located in East Lansing, Michigan. He is nationally known for his knowledge of the financial, accounting and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a professor of accounting at Michigan State University, where he teaches tax accounting and has recently received two teaching awards. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, the American Accounting Association, AICPA, American Tax Association and Hawaii Association of Public Accountants.
Non-Member Price $75
Member Price $55