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Thursday, December 10, 2026 Live Webcast

The SECURE Act 2.0 – Planning Opportunities for Employers (X4-7952403)

10:00 AM - 10:56 AM EST
webcast

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1 CPE Credits in TX

OVERVIEW

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. 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 kori.herrera@acpen.com.

DESIGNED FOR

Anyone who performs audits

BENEFITS

  • Describe the importance of maintaining professional skepticism
  • Explain critical elements of high-quality audit documentation
  • List the characteristics of a proper risk assessment process linked to the detailed audit plan
  • Describe how to satisfy the minimum requirements for evaluating the design and implementation of internal controls relevant to the audit

HIGHLIGHTS

  • Professional skepticism – Creating a mindset for finding fraud and error
  • Audit documentation basics – Creating workpapers that pass review
  • The audit risk model – Understanding the foundational principles
  • Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

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

INSTRUCTOR

Allison McLeod

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

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PRICING

$39.00 - Member

$59.00 - Nonmember

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Note: Online pre-registration will close on December 10 at 9:30 AM.

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