The emphasis in the program looking at December 2022 tax developments will be in SECURE 2.0 – new legislation affecting many aspects of retirement plans. Minimum distributions for 2023 need not start until age 73. However, effective 2024 catch-up elective deferrals will need to be on a Roth after-tax basis.
Learning Objectives:
- List the latest regulations, rulings, and pronouncements from the IRS
- Identify and summarize the most recent decisions out of the Tax Court and federal district courts around the country
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.
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