6/1/2022: The Ever Changing Landscape of the Taxation of IRAs


June 1, 2022 (8:30 a.m. – 11:00 a.m.)
3 CPE Credits
Course Level: Intermediate
Course Fee: $225.00
Location: Zoom Webinar

The Treasury Department has issued a 275-page set of Proposed Regulations that attempt to clarify many of the RMD issues resulting from SECURE. Included are a number of surprising provisions, some favoring taxpayers and some not. In addition, in March, the House of Representatives passed their version of what has become known as SECURE 2.0 and the Senate is likely to move on this shortly. Secure 2.0 is designed to expand retirement savings thus making it likely that the taxation issues will become even more important in the future. The seminar will focus on the present and proposed future tax consequences arising from IRA contributions and distributions including a discussion of potential planning opportunities. Participants must have a basic knowledge of the Income and Estate Tax Rules relating to IRA contribution, distribution and ownership.

We hope that you will be able to join us at one of the webinars.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

Registration is done online only through the link provided.
Payments are processed through PayPal, no account is required.

Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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