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Legal and Regulatory Update
When: May 24, 2023
Location: Massachusetts Society of CPAs
People: David A. Guadagnoli and Amy E. Sheridan

David Guadagnoli and Amy Sheridan presented "Legal and Regulatory Update," as part of the Employee Benefit Plan Virtual Conference, hosted by the Massachusetts Society of CPAs, on May 24, 2023.

The tsunami of new laws, regulations and guidance flows unabated in 2023. David and Amy provided a review of looming (and not so looming) SECURE 2.0 Act changes, as well as guidance from the Internal Revenue Service and Department of Labor on topics ranging from filing requirements to plan corrections. This session was designed to keep you (and to help you keep your clients) up to date. 

This Employee Benefit Plan Virtual Conference was presented virtually over two half-days, ideal for CFOs and staff, auditors and tax practitioners, plan sponsors and service providers and any professionals working with or managing employee benefit plans.