Webinar: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

WS221  |  Course  |  Intermediate  |  Scheduled

Description

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program ex

Credits

Number of Credits Type of Credits
2.00 Taxes

Designed For

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

Prerequisites

Basic individual income taxation rules

Highlights

  • Factors business owners should take into account when choosing a retirement plan
  • SIMPLE plans
  • Simplified employee pension plans
  • 401(k) plans
  • Defined benefit plans
  • Ensuring eligible employees are covered
  • Employees’ impact on choice of plan
  • Ongoing compliance requirements
  • Establishing a plan after the tax year end
  • Changes to safe harbor 401(k) plans
  • Pooled employer plans

Objectives

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
  • Help clients evaluate pension plan options and select the best pension-planning option for them

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird)
$99.00
Non-Member (Early Bird)
$99.00
Member
$99.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.