June 2024 TAXPRO Exam
1 CPE for AFSP, EA, CPA, CRTP
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Summary
Now that the 2023 filing season is behind us and our focus shifts to 2024, it’s important for tax professionals to recognize the SECURE 2.0 provisions that are effective for 2024. This article will discuss the provisions most professionals are expected to encounter and provide guidance to address inquiries they may receive from clients. With an understanding of the newly introduced provisions, we will be able to support our clients in various ways, including answering questions, helping our business clients with staff retention, and assisting our business and individual clients with saving for retirement.
Objectives
Upon completion of this course, you will be able to:
- Identify when a domestic abuse victim is eligible for an exception to the 10% early withdrawal tax
- Recognize which employees are eligible to make contributions to a “pension-linked emergency savings account” (PLESA)
- Explain the rules regarding when an account beneficiary of a qualified tuition program can rollover distributions to a ROTH IRA
Exam Details
Materials will include the SECURE 2.0 - Current Ramifications article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.
Course Year: 2024
Course Level: Overview
Prerequisite: None
Advanced Preparation: None
Deliver Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
|---|
| IRS | 1 | AFSP | Federal Tax Law Topic |
| IRS | 1 | EA | Federal Tax Law Topic |
| NASBA | 1
| CPA | Taxes
|
| CTEC | 1 | CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
How to Earn CPE
To receive credit for this article and exam, you must successfully pass the course exam with a score of 70% or better. We also recommend completion of the review questions and feedback provided with the article.
The course and exam will expire one year from the date of purchase.
Registration/Cancellation Policy
You must be a current Professional or Premium level member to register for this exam. To access this member benefit, register before June 2025. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.
