Wednesday, October 23, 2024
8:00am-9:40am
A – Update on the SECURE 2.0 Act
Credits: 2.0 TT
John Kilroy
Surgent
,
Radnor, PA
Review a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many vital changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages.
9:50am-11:30am
B – Social Security: Dispelling Common Myths with Essential Truths
Credits: 2.0 TT
John Kilroy
Surgent
,
Radnor, PA
For roughly 90 percent of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to maximize these coveted monthly benefits. Dispel common myths about Social Security that lead to confusion and replace them with the truth of an empowered retirement.
12:00pm-1:40pm
C – Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Credits: 2.0 TT
John Kilroy
Surgent
,
Radnor, PA
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. Discuss how various pension plans work and analyze why a small or medium-sized business owner would choose one plan over another.
1:50pm-3:30pm
D – A Complete Tax Guide to Exit Planning
Credits: 2.0 TT
John Kilroy
Surgent
,
Radnor, PA
When exit planning, various issues, including tax implications, must be considered to achieve an effective management and/or ownership change. Many envision tax-free reorganizations as the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. Participate in a well-rounded discussion of the various strategies to consider when advising on exiting a business.
