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San Jose Chapter Virtual Meeting 5.18.22
Wednesday, May 18, 2022, 5:00 PM - 7:00 PM PDT
Category: Chapter Meetings

2022 Retirement Plan Update
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, May 18, 2022
5:00 to 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

While you were busy with Tax Season, the IRS and Congress was busy making changes to retirement plans. In January, the IRS issued Notice 2022-6 which updates the rules for IRC §72(t), Substantially Equal Periodic Payments (SEPP). In February, the IRS issued the Proposed Regulations for the SECURE Act which passed in December, 2019. These Proposed Regulations give us much needed guidance, but adds more confusion. In March, the House of Representatives passed SECURE 2.0 and makes many changes to retirement plans. We will have much to cover!We will cover three late breaking topics:
1. IRS Notice 2022-6 regarding 72(t) SEPP
2. SECURE Act RMD Proposed Regulations
3. SECURE 2.0

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law

IRS: 18QC1-U-01643-22-O
CTEC: 1000-CE-5050

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration by May 15, 2022
Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Registration after May 15, 2022
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cancellation and Refund Policy for Webinar Purchase
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.