SEPC March Meeting

Date: Wednesday, March 26, 2025
Time: 5:00pm - 7:30pm
Location: Sutter Club (California Room)
Speaker: Michael Gray, CPA

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March Meeting
Highlights of the Final Regulations and Proposed Regulations for Retirement Plan Distributions

Speaker
Michael Gray, CPA

Description
On July 19, 2024, the IRS issued long-awaited Final and Proposed Regulations for Retirement Plan Distributions.  The regulations include some significant changes from Proposed Regulations previously issued early in 2022, and details for changes enacted in SECURE 2.0 Act of 2022.

Michael Gray, CPA will explain highlights of the changes as they relate to estate planning and handling retirement accounts after a death, focusing on the surviving spouse and other beneficiaries.

Developments to be covered include:What required minimum distribution rules apply to an inherited account

  • New distribution requirements for a surviving spouse's inherited account
  • When a surviving spouse should roll over an inherited account; when to wait
  • Required minimum distributions continue for most inherited accounts when account owner dies after the required beginning date
  • In some cases, the beneficiaries who get shares of an inherited account can be designated in a will or trust instrument
  • New planning opportunities for disabled and chronically ill beneficiaries
  • Outlook for tax legislation for 2025

Menu
Salad
Sutter Caesar | fried capers, olive oil cured tomatoes, garlic croutons, parmesan reggiano

Entrees
Sea Bass | green beans, eggplant caponata, roasted potatoes, cheesy tomato sauce
Mary’s Bone-In Chicken Breast | nantes carrots, parmesan pommes puree, pan jus
Chef’s Choice

Dessert
Warm Chocolate Cake | vanilla bean ice cream, chocolate sauce, mixed berry compote

Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.

Cost to Attend
SEPC Member:  $75
NonMember: $80

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.

Registration closes on Tuesday, March 18.  No refunds after March 18.

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