Webcast recording: "2017 Tax Reform's Impact on Retirement Plans," presented by Michael Coyne and Mary Giganti of Waldheger Coyne.
Webcast Recording: 2017 Tax Reform's Impact on Retirement Plans
Presented by: Michael Coyne and Mary Giganti of Waldheger Coyne
Original presentation date: Tuesday, February 13, 2018
Duration: 50 minutes
CPE credits: 1.00 NIPA CPE credits and 1.00 ERPA CPE credits
In 2017 Congress passed the largest piece of tax reform legislation in more than three decades, but what are the changes to retirement plans? Join us for this NIPA webcast and find out what the Tax Cuts and Jobs Act means for retirement benefits. In this webcast, Mike Coyne and Mary Giganti will address tax reform's impact on retirement plans, including:
- Participant loans
- Definition of compensation
- Affect on S corporations and LLCs
- Hardships
- Distributions to charities
- Plan documentation
- IRA conversions
At the end of the webcast recording, you will need to take and pass a 10-question True/False quiz in order to earn CPE credits. You will receive a Certification of Completion through your profile in NIPA's Learning Center.
If you would like ERPA credits for completing this course, please contact NIPA HQ via nipa@nipa.org with your PTIN and a copy of your Certification of Completion.