Live Stream: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
475 | Livestream | 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 explains how various pension plans work and analyzes why a small- or medium-sized business owner would choose one plan over another.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
| 1.67 | CLE |
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
Prices
- Member (Early Bird)
- $95.00
- Non-Member (Early Bird)
- $125.00
- Member
- $95.00
- Non-Member
- $125.00
Instructors
Pamela J. Davis-Vaughn, CPA
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas.
Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington.
Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas.
Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York, and a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
Back to Instructors