Stop guessing on RMDs and inherited IRAs—get the clarity you need to avoid 25% penalties and optimize client outcomes.
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples, problems, and plain explanations, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straightforward way. In this session, we will explore Required Minimum Distribution (RMD) rules, as well as changes that have been made in light of SECURE 1.0, SECURE 2.0, and other recent IRS pronouncements.
By examining common compliance pitfalls, IRS penalty structures, and the latest regulatory guidance, this comprehensive overview delivers the essential knowledge required to confidently navigate the ever-evolving complexities of retirement account distributions and safeguard clients against costly tax errors.
Who Should Attend:
Financial professionals, CPAs, and Enrolled Agents who want to make sure they meet the compliance requirements for RMDs in light of recent tax legislation.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
