Understanding the Tax Implications of Retirement Plan Distributions
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Tax Institute | IRS Approved | Tax
- Faculty:
- Steven C. Dilley, CPA, JD, PhD
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
Basic Course Information
Major Subjects- 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
Learning Objectives
- 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
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_2_2025 (442.6 KB) | Available after Purchase | ||
| Understanding the Tax Implications of Retirement Plan Distributions Handout (5.5 MB) | Available after Purchase | ||
| IRS Credit Instructions (267 KB) | Available after Purchase | ||
Faculty
Steven C. Dilley, CPA, JD, PhD Related Seminars and Products
Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. 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.
Dates
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Tue, May 06, 2025 - 06:00pm to 06:57pm CDT
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Fri, May 23, 2025 - 10:00am to 10:57am CDT
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Fri, Jun 06, 2025 - 12:00pm to 12:57pm CDT
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Thu, Jun 19, 2025 - 02:00pm to 02:57pm CDT
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Thu, Jun 26, 2025 - 04:00pm to 04:57pm CDT
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Wed, Jul 02, 2025 - 08:00am to 08:57am CDT
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Tue, Jul 22, 2025 - 10:00am to 10:57am CDT
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Mon, Aug 11, 2025 - 12:00pm to 12:57pm CDT
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Thu, Aug 28, 2025 - 02:00pm to 02:57pm CDT
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Sat, Sep 06, 2025 - 04:00pm to 04:57pm CDT
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Thu, Sep 18, 2025 - 06:00pm to 06:57pm CDT
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Mon, Oct 06, 2025 - 10:00am to 10:57am CDT
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Tue, Oct 21, 2025 - 12:00pm to 12:57pm CDT
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Fri, Nov 07, 2025 - 02:00pm to 02:57pm CST
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Sat, Nov 22, 2025 - 04:00pm to 04:57pm CST
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Sat, Dec 06, 2025 - 08:00am to 08:57am CST
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Tue, Dec 16, 2025 - 10:00am to 10:57am CST
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Tue, Dec 30, 2025 - 12:00pm to 12:57pm CST
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Tue, Jan 06, 2026 - 02:00pm to 02:57pm CST
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Mon, Jan 26, 2026 - 04:00pm to 04:57pm CST
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Mon, Feb 09, 2026 - 08:00am to 08:57am CST
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Tue, Feb 24, 2026 - 10:00am to 10:57am CST
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Tue, Mar 03, 2026 - 06:00pm to 06:57pm CST
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Wed, Mar 18, 2026 - 02:00pm to 02:57pm CDT
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Fri, Apr 10, 2026 - 04:00pm to 04:57pm CDT
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Thu, Apr 23, 2026 - 08:00am to 08:57am CDT
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Additional Info
Basic Course Information
Prerequisites Basic working knowledge of individual taxation and retirement planningAdvanced Preparation
None
Designed For CPAs and members in industry seeking an in-depth review of required minimum distribution rules
Original Recording Date 04/2025
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 03/11/2025
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. 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.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.