The SECURE Act 2.0 – Planning Opportunities for Individuals
Total Credits: 1.2 including 1.2 Taxes - Technical
- Average Rating:
- 29
- Categories:
- Accounting and Auditing | Tax | IRS Approved | ACPEN Tax Institute
- Faculty:
- Allison M. McLeod, LL.M., CPA
- Course Levels:
- Basic
- Duration:
- 1.2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Understand the newest tax developments contained in in the Secure Act 2.0.
- Learn about the expanded contribution and catch-up limits for individuals.
- Obtain understanding on when certain withdrawals will be penalty free.
- Understand the newest developments on required minimum distribution dates.
Major Subjects
- Implications for individuals:
- Changes to the Saver’s Credit
- Changing the required minimum distribution rules for Roth 401(k)s
- Changes to required beginning dates for required minimum distributions of retirement plans.
- Penalty-Free Withdrawals for Certain Emergency Expenses
- Special provisions for firefighters and military personnel spouses
- Increases in catch-up contributions
- Impact on 529 plans
- Opportunities for student loan payment matching
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Secure Act of 2023 - Individuals Handout (489.4 KB) | Available after Purchase |
IRS Credit Instructions (136.5 KB) | Available after Purchase |
Faculty

Allison M. McLeod, LL.M., CPA Related Seminars and Products
Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.
Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.
Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax. She also lectures in Financial Accounting and Individual Taxation on an undergraduate level. She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC. Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation. She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty. She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.
Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.
Dates
Wed, Mar 26, 2025 - 04:00pm to 05:07pm CDT
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Mon, Apr 07, 2025 - 08:00am to 09:07am CDT
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Thu, Apr 24, 2025 - 06:00pm to 07:07pm CDT
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Mon, May 05, 2025 - 12:00pm to 01:07pm CDT
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Wed, May 21, 2025 - 02:00pm to 03:07pm CDT
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Tue, Jun 17, 2025 - 09:00am to 10:07am CDT
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Wed, Jul 02, 2025 - 09:30am to 10:37am CDT
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Thu, Jul 17, 2025 - 09:00am to 10:07am CDT
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Sat, Aug 02, 2025 - 09:30am to 10:37am CDT
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Tue, Sep 02, 2025 - 09:30am to 10:37am CDT
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Wed, Sep 17, 2025 - 09:00am to 10:07am CDT
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Thu, Oct 02, 2025 - 09:30am to 10:37am CDT
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Fri, Oct 17, 2025 - 09:00am to 10:07am CDT
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Mon, Nov 17, 2025 - 09:00am to 10:07am CST
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Tue, Dec 02, 2025 - 09:30am to 10:37am CST
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Wed, Dec 17, 2025 - 09:00am to 10:07am CST
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Fri, Jan 02, 2026 - 09:30am to 10:37am CST
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Sat, Jan 17, 2026 - 09:00am to 10:07am CST
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Mon, Feb 02, 2026 - 09:30am to 10:37am CST
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Tue, Feb 17, 2026 - 09:00am to 10:07am CST
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Mon, Mar 02, 2026 - 09:30am to 10:37am CST
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Tue, Mar 17, 2026 - 09:00am to 10:07am CDT
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Thu, Apr 02, 2026 - 09:30am to 10:37am CDT
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Fri, Apr 17, 2026 - 09:00am to 10:07am CDT
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Sat, May 02, 2026 - 09:30am to 10:37am CDT
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Mon, May 18, 2026 - 09:00am to 10:07am CDT
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Tue, Jun 02, 2026 - 09:30am to 10:37am CDT
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Wed, Jun 17, 2026 - 09:00am to 10:07am CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.
Original Recording Date 01/2023
Yellow Book No
Course Developer Allison McLeod
Date Added to Catalog 01/05/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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