Walnut Creek, CA
EB Chapter Tax Day: What Your Clients Need to Know About Secure and Secure 2.0
Date: Nov. 30, 2023
Time: 9 – 11 a.m. PT
CPE: 2
Member
$45.00
Nonmember
$55.00
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Overview
Tax provisions of the statutes enacted in December 2019 and December 2022 and how they affect CPAs who focus on tax, personal financial planning and estate planning.
REGISTRATION CLOSED
Product Code
E1051123
Credit Type
CPE: 2CPE-Technical: 2Format
In-Person
Intended Audience
CPAs, Financial Professionals, Professional Staff
NASBA Field of Study
Taxes
Prerequisites
None
Advance Preparation
Some knowledge of income tax topic preferred.
Learning Objectives
Major Subjects
- Required Minimum Distributions
- ROTH Feature Plans are Everywhere
- Retirement Plans for Small Businesses
- Participants in an Employer Plan
- Penalties and Exceptions
- What is Important to Committee Members?
Faculty
Mary Kay Ann Foss
Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss currently serves on the AICPA Individual Self-Employed Technical Resource Panel and is a past chair of the AICPA Trust Estate and Gift Tax Te...
More about Mary Kay Ann FossVenue
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
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Additional Details
Breakfast and validated parking included with registration fee.