Achieving Financial Retirement Security – How the Secure Act 2.0 Helps

Tuesday, September 17, 2024 · 2:00 – 3:40 PM ET

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0168
IRS/RPO Approved Program
#7ZBUJ-T-00119-23-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00119-23-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, examines how the Secure Act 2.0 contributes to increased retirement security for taxpayers. The program will focus on increased opportunity for employee plan participation. Panelists will discuss the new catch-up contribution limits and the easing of the required minimum distribution (RMD) rules. Panelists also will discuss the saver's credit and match program, and the special consideration for lower-income individuals.

By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of how the Secure Act 2.0 increases retirement plan participation and improves individual financial security in retirement.

Program Learning Objectives

  1. Identify how taxpayers become subject to the IRS collection process.
  2. Identify how taxpayers my avoid collection actions.
  3. Identify the tools available to the IRS to collect unpaid taxes.
  4. Identify the means by which individuals can appeal IRS collection decisions.

Program Outline

Plan Participation

  • Automatic enrollment
  • Employer contributions
  • Length-of-service requirements
  • Small employers
  • Student loan matching contributions

Catch-Up Limits

  • Increased limits
  • SIMPLE and SEP plans
  • IRAs
  • Roth treatment

Required Minimum Distributions

  • Age increase
  • Reduced penalties
  • Annuities

Savers Credit

  • Saver's match
  • Low-income individuals
  • ABLE accounts
  • Simplification after 2026

Other Provisions



Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelist

Coming soon!

Industry Panelists

Coming soon!

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

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