Business & Non-Profit Webinars

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Maybe you’ve noticed that many of our webinars aren’t about tax and accounting issues. That’s because the issues impacting you and your business cover a wide variety of areas. While we can’t directly solve every issue you face, we know the right people who can. We connect you with the professionals and ideas that address what is relevant to you.

Upcoming Webinars

SECURE Act 2.0 is Here: What Retirement Plan Sponsors Must Do, What They May Do, and When They Need to Do It

Tuesday, March 28, 2023 | 10:00 AM PST

This webinar has been cancelled due to an unforeseen emergency with our presenter.
However, you won’t miss out on all the great information we have for you! We will let you know as soon as this webinar has been rescheduled.

Washington recently passed into law more than 90 new plan provisions that will affect almost all private sector 401k plans with varying effective dates, ranging from immediately to 10 years from now. How will these changes impact retirement plans, plan sponsors and your plan participants, now and in the future?

We’ve asked Bradford Campbell, former Asst. Secretary of Labor for Employee Benefits & Head of Employee Benefits Security Administration, to join LSL partner, Maria Arriola, CPA, to share their insights on these MANDATORY & OPTIONAL legislative changes.  They will discuss:

  • Roth! Roth? Roth!?: Changes to RMDs and Mandatory ROTH treatments – what is changing for employer contributions for retirement plans
  • New Plan Limits: New IRS contribution limits, tax deductions for new plans, and treatment of high compensation individuals
  • Student Loans in Retirement Plans: How to incorporate the new student loan provision into your retirement plan
  • In-plan Emergency Savings: Understanding limits and how to work with your record keeper to incorporate this new provision

They will also take questions through our live Q & A chat.

Previous Webinars

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*Disclaimer*

Lance, Soll and Lunghard, LLP is providing these materials for information purposes only. The content within each presentation was developed based on information available as of the date and time of each live webinar.  The material provided is general and is not intended to be complete tax or business advice. Nothing herein should be relied upon or used without consulting a tax or business advisor to consider your specific circumstances, possible changes to applicable laws, rules and regulations, and other tax or operational issues. Receipt of this material does not establish a client relationship.

Copyright 2020 Lance, Soll and Lunghard, LLP