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Overview of SECURE 2.0 Act

Tuesday, June 6

Congress seemingly can’t stop tinkering with the rules governing retirement plans in an effort to further encourage taxpayers to save for retirement and incentivize employers to offer savings opportunities to employees. The Securing a Strong Retirement Act dubbed the “Secure 2.0 Act” recently passed Congress as part of the year-end omnibus spending bill. This course will focus on the main points of the Act affecting retirement plans for small businesses and taxpayer’s future withdrawal requirements from their retirement plans. This course will provide a history of this legislation, a summary of its main provisions, and planning ideas for clients affected by the Act.


Webinar Instructor: Klaralee R. Charlton

Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. She practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.

Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She is an active member of the Colorado Bar Association, Tax Section and the Greater Denver Tax Counsel Association.

She earned her J.D. in 2011 from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver in 2013, and her B.A. in political science in 2009 from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.

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