Session details
- Published session date
- June 4, 2026
- Starts
- 1 PM
- Ends
- 3 PM
- Presenter
- Michael Miranda
- Published credits
- 2
- Program number
- YH1DR-T-00431-26-O
- Field of study
- Federal Taxation
- Level
- Basic
The SECURE Act of 2019 and the SECURE 2.0 Act of 2022 represent the most significant changes to the retirement planning landscape in decades. This course provides CPAs, EAs, and other tax professionals with a clear, practical overview of the new rules and their impact on individuals, small businesses, and retirement plan sponsors. Participants will review key provisions affecting plan formation, Roth contribution options, catch up rules, small employer incentives, corrective programs, and operational changes designed to expand retirement coverage nationwide. The course emphasizes tax implications, planning opportunities, and compliance considerations, equipping professionals to provide accurate guidance and informed recommendations to clients navigating these updated retirement rules.