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Innehåll tillhandahållet av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Breaking Down the SECURE Act 2.0

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Manage episode 357860662 series 3436441
Innehåll tillhandahållet av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Roger and Annie discuss the changes in the SECURE 2.0 Act of 2022 and how this impacts small business owners with regards to offering retirement plans to their employees. They also talk about recent changes in IRS regulations that could prove beneficial to taxpayers dealing with ERC.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Links mentioned in this episode

Chapters

  • (00:00) - Federal Tax Updates E5
  • (01:00) - SECURE Act 2.0
  • (07:06) - Omnibus Package
  • (10:33) - How can the SECURE Act help small business owners?
  • (15:51) - In 2025 what changes could we see to retirement plans?
  • (18:18) - Different ways to get around the 10% penatly with retirement money
  • (23:54) - What is attractive about a starter 401k plan?
  • (25:49) - How the Secure Act is tying in Student loan forgiveness
  • (27:45) - What does the Secure act say about RMDs?
  • (32:26) - What can you do with money that is left in a 525 Plan?
  • (40:05) - What is happening to the IRS with the ERC
  • (46:12) - Potential P10 Refund
  • (46:59) - News on information returns
  • (51:25) - CPE Tax Forums

Follow the Federal Tax Updates Podcast on Social Media
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Connect with Padgett
www.padgettadvisors.com
twitter.com/PadgettUSA
linkedin.com/company/padgett-business-services/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episoder

Artwork
iconDela
 
Manage episode 357860662 series 3436441
Innehåll tillhandahållet av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Roger and Annie discuss the changes in the SECURE 2.0 Act of 2022 and how this impacts small business owners with regards to offering retirement plans to their employees. They also talk about recent changes in IRS regulations that could prove beneficial to taxpayers dealing with ERC.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Links mentioned in this episode

Chapters

  • (00:00) - Federal Tax Updates E5
  • (01:00) - SECURE Act 2.0
  • (07:06) - Omnibus Package
  • (10:33) - How can the SECURE Act help small business owners?
  • (15:51) - In 2025 what changes could we see to retirement plans?
  • (18:18) - Different ways to get around the 10% penatly with retirement money
  • (23:54) - What is attractive about a starter 401k plan?
  • (25:49) - How the Secure Act is tying in Student loan forgiveness
  • (27:45) - What does the Secure act say about RMDs?
  • (32:26) - What can you do with money that is left in a 525 Plan?
  • (40:05) - What is happening to the IRS with the ERC
  • (46:12) - Potential P10 Refund
  • (46:59) - News on information returns
  • (51:25) - CPE Tax Forums

Follow the Federal Tax Updates Podcast on Social Media
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Connect with Padgett
www.padgettadvisors.com
twitter.com/PadgettUSA
linkedin.com/company/padgett-business-services/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episoder

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