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Speaker: Tony Curatola, PhD
Speaker Designation: Joseph F. Ford Professor of Accounting & Tax, Drexel University
This session highlights the tax and non-tax provisions of the SECURE 2.0 Act of 2022 that are effective for the tax year 2024 and other tax provisions that are delayed until after December 31, 2024. Thus, businesses and clients are going to hear about the new legislation from the media and are going to expect you, as a tax professional, to be up on the issues. Thus, this webinar will present the changes to the legislation, illustrate them, and highlight the effective dates so that you can be ready to respond to your client’s inquiries.
Saving for retirement is achieved in various ways: Social Security, Employer-sponsored retirement plans, and individual retirement plans. The SECURE 2.0 Act modifies and introduces tax provisions encouraging employers to sponsor retirement savings and individuals to participate in such plans. However, like most tax laws, the interpretation of the law may be tricky to understand, have several tax sections effective in a later tax year (such as 2024), and require technical corrections. Therefore, this session discusses the most relevant provisions and modifications introduced by the SECURE 2.0 Act that are applicable for the tax year 2024 and the technical corrections issued.
This course covers the following Major Points:
The SECURE 2.0 Act of 2022 impacts many Internal Revenue Code tax sections pertaining to retirement income for businesses and individuals. Many of these tax provisions did not become applicable until the calendar year 2024. Since the signing of this tax bill into law, Treasury recently issued corrections to some of these provisions while other provisions are awaiting clarification by Congress.
This webinar will be available soon. Please contact customer care for new schedule date.
Tony Curatola’s area of research interest is the taxation of retirement, individual & small business taxation, and employee benefits. He is the Joseph F. Ford Professor at Drexel University and has authored over 230 articles in his field and has completed sponsored research for several organizations. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times. He is the editor of the tax column for Strategic Finance and the past editor of the Journal of Legal Tax Research. Dr. Curatola holds a variety of leadership positions and currently serves as chair emeritus of the IMA Research Foundation committee. Tony earned his BS and MBA (finance) from Drexel University, MA from the Wharton School of the University of Pennsylvania, and Ph.D. from Texas A&M University.
Dr. Curatola Area of Expertise: Federal and State Income Tax Policy Employee Benefits Retirement Income Taxation.
