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Wednesday, March 29, 2023 Live Webcast

The SECURE Act 2.0 – Planning Opportunities for Individuals (X4-4769218)

10:00 AM - 10:50 AM EDT

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1.0 CPE Credits in TX


The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds.  This course will provide a concise look at these hot topics.  

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to


This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax impl


  • Understand the newest tax developments contained in in the Secure Act 2.0.
  • Learn about the expanded contribution and catch-up limits for individuals.
  • Obtain understanding on when certain withdrawals will be penalty free.
  • Understand the newest developments on required minimum distribution dates.


  • Implications for individuals:
    • Changes to the Saver’s Credit
    • Changing the required minimum distribution rules for Roth 401(k)s
    • Changes to required beginning dates for required minimum distributions of retirement plans.
    • Penalty-Free Withdrawals for Certain Emergency Expenses
    • Special provisions for firefighters and military personnel spouses
    • Increases in catch-up contributions
    • Impact on 529 plans
    • Opportunities for student loan payment matching




Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Allison McLeod

Allison M. McLeod, CPA, LL.M., J.D.

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod teaches at the university level graduate classes on Ethics, Tax Research and Corporate Income Tax. She also lectures in Financial Accounting and Individual Taxation on an undergraduate level. She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC. Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation. She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty. She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.


$39.00 - Member

$59.00 - Nonmember

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