Retirement Plans
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, December 16, 2020
6:00 PM to 8:00 PM

Location:

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

Description:

This last year has seen the first major changes to retirement plans in decades. Tax preparers must understand the implications of these laws so they can help their clients plan for the future and make decisions on the return which will reduce tax liability. In this 2-hour presentation, we will cover:· Suspension of RMD requirements· Withdrawals for birth or adoption· Change in RMD age to 72· Elimination of "stretch" IRAs· IRA contributions by those over age 70 1/2· New rules for 401(k) loans· New credits for employers· Explanation of automatic-enrollment arrangements· New rules for graduate students and IHSS workers· Coronavirus-related distributions and why almost everyone can qualify· And much, much more... 

Presenter: 

Ryan Reichert, EA Brass Tax Presentations

Ryan Reichert, EA’s background in tax preparation, business, financial planning, and tax research makes him especially equipped to tackle the interpretation of new tax legislation. His primary focus has been on helping tax preparers gain a practical understanding of the complex changes brought about by the CARES Act and other recent tax law changes. Ryan prepares taxes and writes financial plans with Petix and Botte Financial. Outside of the office, he devotes his time to creating new content for Brass Tax Presentations and staying on the cutting edge of new tax rules and regulations.

 CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS:18QC1-T-01418-20-O
CTEC:1000-CE-4825

Knowledge Level: Advanced (More experienced)

Cost:

Member Cost: $10
Non-Member Cost: $40

Please register below: 

Cancellation and Refund Policy for Meeting 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.