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The SECURE Act: Updated Changes and Planning Strategies

THE SECURE ACT: UPDATED CHANGES AND PLANNING STRATEGIES

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The year 2022 saw several changes to the SECURE Act as well as updates to 1099s. This course will cover those changes and business tax deductions for your clients to prepare for the remainder of the year.
 
Learning Objectives:


  • Recognize updates to the SECURE Act that impact 401(k) contributions to retirement

  • Identify new proposed IRS regulations on RMDs for non-eligible designated beneficiaries (EDBs)

  • List all updates to the 1099-NEC and 1099-MISC

  • Give examples of business tax deductions and planning opportunities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

 

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About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.