​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Kansas Chapter Education

Annual Meeting and Seminar presented by Sue Voth

This event will host Sue Voth, EA, and will offer the following education:

• Expanded Retirement Planning Provisions. Secure 2.0, including changes (Part I)
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  This session will provide a comprehensive overview of the expanded retirement planning provisions provided in Secure 2.0, including changes to: Required Minimum Distributions (RMDs), Catch-up contributions, automatic enrollment, tax implications, the new age 73 RMD start, automatic 401(k) enrollment mandates, expanded Roth-style options, to bigger catch-up contributions and student-loan matching.
• Expanded Retirement Planning Provision in Secure Act 2.0 (Part 2)
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  This is the second part of the first session covering Expanded Retirement Planning Provisions, Secure 2.0 including changes. Learning how these changes impact individuals, employers, and financial professionals and discover effective strategies to maximize retirement savings under the new legislation.
• Accurate Reporting on Farm Rental Income and Expenses with Form 4835 (Part 1)
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  This session will focus on accurately reporting farm rental income and expenses using IRS Form 4835. It will cover key distinctions between cash and crop-share rental arrangements, identifying passive vs. active income, and correctly allocating deductions (continued in Part 2).
• Accurate Reporting on Farm Rental with Form 4835 (Part 2)
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  This session will continue focusing on accurately reporting farm rental income and expenses using Form 4835. It will continue covering when Form 4835 is required versus Schedule F or Schedule E, Cash-rent vs. crop-share leases and how each affects taxable income, SE tax, and passive-activity rules; proper classification of common expenses - seed, fertilizer, real-estate taxes, depreciation, conservation costs, and more; Record-keeping best practices and tip-offs for audits (including related-party and self-rental pitfalls); coordination with at-risk and PAL limitations, NIIT, and qualified business income (QBI) opportunities.

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