Retirement Enhancement (Secure) 2.0 Act of 2022

The IRS and Congress, in their usual fashion, waited until the very end of the year to release large amounts of guidance and pass a huge amount of legislation the week of Christmas 2022. We will summarize the tax implications for the tax season that is upon us and tax seasons in the future. This will include forms and guidance released by the IRS since the last update and the new tax items in the Omnibus Spending Bill signed on 12/24.

This webinar qualifies for 2 IRS CE.