Chalk Discuss – The newest on the RISE & SHINE/SECURE 2.0 Acts, what which means to you and your Tax Planning in Retirement
on Jun 27, 2022
“MainStreet Chalk Discuss”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 7-19-22 at 730pm Jap; 430pm Pacific
How: Zoom Assembly, Free to ongoing purchasers; $10 for company
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Can’t make it? Register anyway! We ship out a recording the subsequent day!
The newest on the RISE & SHINE/SECURE 2.0 Acts, what which means to you and your Tax Planning in Retirement
Cynthia Flannigan, CFP®
CPA/PFS, CFP, EA, USTCP, AEP
Proprietor, Pon & Associates
This session will take you thru what it’s essential to learn about how SECURE 2.0, often known as Securing a Robust Retirement Act of 2022 (HR2954), builds on the SECURE Act and its vital modifications to retirement. Moreover, we’ll have a look at the options of the Retirement Enchancment and Financial savings Enhancement to Complement Wholesome Investments for the Nest Egg Act, often known as the RISE & SHINE Act, and talk about the way it could enhance retirement safety by creating extra protections for staff and retirement savers. Lastly, Larry will take your questions on Tax Planning in Retirement so you possibly can keep away from unintended tax penalties in retirement.
Mr. Pon is a Licensed Public Accountant, Private Monetary Specialist, Licensed
Monetary Planner, Enrolled Agent, United States Tax Court docket Practitioner, and Accredited Property Planner in Redwood Shores, CA. He has been in apply since 1986 and enjoys serving to his purchasers attain their monetary targets. He often speaks on tax and monetary planning matters to tax professionals, monetary advisors, and most of the people nationally.
Mr. Pon acquired his BS in Enterprise Administration with emphases in Accounting and Finance from the College of California, Berkeley and MS in Taxation from Golden Gate College in San Francisco.
Mr. Pon might be instructing Accounting 181 (Particular person Taxation) this Fall on the School of San Mateo.