Content Provider
Diaswealth
Sponsored by
Billcom
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpece webinars
The SECURE Act and 2023 Business Tax Deductions

THE SECURE ACT AND 2023 BUSINESS TAX DEDUCTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 30, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Federal tax rules and regulations have changed recently with the SECURE 2.0 Act as well as new proposed (and subsequently final) regulations. This course will cover those changes and business tax deductions for your clients to be prepared in 2023. The course will also review how credit, expenses, and spending for small and midsize businesses in several industries can help save time and money through Divvy.

Learning Objectives:


  • Recognize updates to the SECURE Act that impact retirement

  • Identify new updates under SECURE 2.0 Act

  • Recall IRS regulations for inherited RMDs

  • Give examples of business tax deductions and planning opportunities

  • Evaluate a spend management solution that gives businesses credit and the software to manage it

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

 

  User-added image  User-added image

About Our Sponsor

Billcom
BILL Spend & Expense is the all-in-one expense management solution that combines free software with corporate cards to provide you with real-time visibility and customizable control over your business finances. With fast and flexible business credit, and free spend and expense management automation software, BILL Spend & Expense will transform how you manage your company spend