Great Falls Chapter: Secure Act 2.0 and Non-401K Retirement Plans

Overview

Presenter: Joshua Horton 
When:  Thursday, January 16, 2025
Where:  Clark & Lewie’s (O’Haire Motor Inn)
Time: Noon to 1:00 pm
Cost:  $15 if you request lunch

Josh Horton will be providing the SECURE 2.0 follow-up to the Chapter’s June ‘24 CPE. Attendees may recall that the SIMPLE/SEP/Solo/individual retirement accounts all were described as “undesireables” for plan administrators/auditors! Josh will be giving those littler plans and individual retirement arrangements the love and attention they deserve in his SECURE 2.0 update. Many small businesses have SIMPLE and SEP plans, and the SECURE 2.0 changes are making “simple” even more of a misnomer for those plans. Come and get prepared for tax season – or ask questions for any outstanding tricky 2024 W-2 Box 12 items! -  and learn new strategies to help clients and their employees save for retirement in 2024 and 2025! Josh will also be providing a bonus update about his appraisal services for estates if you have any Form 1041 surprises in the next couple months.

Please RSVP by the end of the day on Monday January 13 via SurveyMonkey:  https://www.surveymonkey.com/r/76XSGJN
or via email to greatfallschaptermscpa@gmail.com

Lunch will be provided to those who request it. RSVPs may be made after the 13th, but it may be too late to request lunch.