Webinar: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
WS233 | 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