Northeast Oklahoma Chapter Seminar - Revisiting Retirement Rules

OSEA Northeast Oklahoma Chapter Event - Join us at The Big Biscuit, 12:00 noon, Friday, June 27, 2025

Join us at 12:00 noon at The Big Biscuit at 41st and Yale in Tulsa for lunch and a Northeast Chapter IRS continuing education event.  There is no cost for the CE, just purchase your own meal and soft drink from the restaurant.

Edward Moore, EA, will provide a one hour CE presentation starting at 12:30 p.m. on "Revisiting Retirement Rules."

In this 1 hour CE event, we will examine and explore the tax laws and guidance regarding key changes brought by SECURE 1.0 and SECURE 2.0, changes to required minimum distributions, stretch IRAs and the 5-year and 10-year rules, expanded Roth IRA options, catch-up changes, emergency withdrawals, penalty-free distributions, and more.  Whether you do a lot of retirement planning and tax returns with clients or are just expanding into this field, this presentation has a ton of great information for you!  Discussion and commentary will be provided to assist you in meeting your clients' compliance needs.    

IRS Course ID:  FAHHB-T-00181-25-I.

1 CE Hour -- Federal Tax Law.

No cost but please purchase your own meal from the venue.

Note:  This same program will be presented In Oklahoma City on June 30, 2025.  A link to that event is HERE.