Webinar Details
Course Description
In this webinar, Steven Dilley, PhD, CPA, JD will walk through the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for individuals and clients.
Learning Objectives
- Identify tax rules and provisions related to retirement plan distributions.
- Recognize key retirement distribution provisions of the SECURE 2.0 Act and optimal tax strategies for maximizing tax benefits.
Prerequisites
- None
Who Should Attend
CPAs, EAs, accounting/finance professionals impacted by retirement plan distributions.
Advanced Preparation
None
Presenter Details
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Steven Dilley
- Presenter
Steven C. Dilley, PhD, CPA, JD, is president of Federal Tax Workshops, Inc., in East Lansing, Michigan, where, for the past 37 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the U.S. He is nationally known for his knowledge of financial, accounting and tax issues of closely held businesses.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
IRS Approved
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Encoursa LLC is an IRS-approved continuing education provider. Provider #: KKRBE
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Understanding the Tax Implications of Retirement Plan Distributions
by Steven Dilley from Encoursa
- Jul 10, 2026
- 12:00 PM EDT
- Credits: 2.00
$42.00
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