The recently passed SECURE 2.0 Act of 2022 is the subject of a new online CPE course from Surgent Accounting & Financial Education

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By Education Today

Posted on December 28, 2022


2 min read

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SECURE 2.0 Act of 2022

The SECURE 2.0 Act of 2022 and related modifications to IRAs and eligible retirement plans are the subject of a new online continuing professional education (CPE) course offered by Surgent Accounting & Financial Education, a branch of KnowFully Learning Group. The law is on its way to President Biden’s desk for his signature after passing both the House and the Senate. The Introduction to SECURE 2.0 Act of 2022 (SEC2) will take a deep dive into all facets of the law that affect retirement planning for both individual and company clients. It will air live on Tuesday, December 27, with rerun dates that week and into January. 

Expanding retirement coverage and raising retirement savings are the main objectives of SECURE 2.0, which builds on changes made to the American retirement system by the 2019 SECURE Act. As a result, it makes a number of significant modifications to IRAs and qualifying plans. The retirement planning environment for taxpayers of all ages will change as a result of this long-awaited law, and changes will start to take effect in January 2023. 

Nick Spoltore, vice president of strategic content creation at Surgent, stated, “At Surgent, we make it a point to educate the accounting and finance industry about legislative changes as they occur, and we are pleased to go deep into the SECURE 2.0 Act early next week. “The current retirement regulations will be thoroughly covered in this course, enabling practitioners to converse confidently with their accounting and finance clients about the changes. Additionally, the webinar is very pertinent to practitioners’ own retirement planning.” 

According to Liz Kolar, executive vice president of Surgent, “knowledge translates into success for accounting and finance professionals, both personally and for the clients they represent.” “We understand the significance of providing practitioners with current knowledge as soon as possible, especially with changes to retirement planning regulations about to go into force in the upcoming weeks. This webinar will benefit our industry, so we are thrilled to share it.”