Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2)

Choose CPE Format:

Reviews Not Available.

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to make a choice because they are intimidated by the governing rules. In those cases, an IRA-based retirement plan is an easy, effective, and efficient way to start a retirement plan. These IRA-based plans – SEP IRAs and SIMPLE IRAs – have low maintenance costs and are easy to communicate to employees. In some cases, employer contributions are discretionary, providing the business owners with the choice of whether to fund every year.

Major Topics:

  • Applicable provisions of SECURE Act 2.0
  • Key features for choosing a retirement plan for a small business
  • Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business
  • Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA
  • How SEP and SIMPLE IRAs benefit the small business owner
  • How SEP and SIMPLE IRAs benefit employees of small businesses
  • The tax benefits that help to offset the cost of employer contributions
  • How to determine which business is eligible to adopt a SIMPLE IRA
  • How to determine which employees must be covered

Learning Objectives

  • Help small business owners understand why they need to adopt retirement plans for themselves and their employees
  • Identify key features and benefits of SEP IRAs and SIMPLE IRAs
  • Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
  • Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs
  • Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs

Designed for:

All practitioners advising clients on these complex issues

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get more with an unlimited CPE subscription

Unlimited Plus

     

  • Unlimited access to ALL live CPE webinars, including premium courses

  • Unlimited 24/7 access to on-demand webcasts and self-study PDF courses

  • Includes select gamified CPE courses from Surgent Interactive

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

  • Does NOT include select+ courses

$899

 BUY NOW 

Unlimited Webinars

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1, 2, 3, 4 and 8 CPE sessions

  • Access for a year from purchase date

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select* courses

$749

 BUY NOW 

 


Unlimited Self-Study

  • Unlimited 24/7 access to 250+ downloadable PDF courses

  • Courses range from 1-20 credits

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select^ courses

$549

 BUY NOW 

 


+Excludes: ETDE, AFTR, ETTX, Certification Courses, and select Surgent Interactive games (MTT2, MTT4, MTT5, MTT6, MTT7, SAU1, SAU2, SAU4, SAU5, SAU6, BDV1, and RPA1)

*Excludes Premium Webinars & Ethics for Delaware (ETDE)

^Excludes: ETDE, ETTX, AFTR, Certificate Courses, and Interactive Games

 

Explore additional courses by topic

  • Accounting and Auditing CPE courses

    Accounting &
    Auditing

  • Business and Industry CPE courses

    Business &
    Industry

  • Ethics CPE courses

    Ethics

  • Financial Planning CPE courses

    Financial
    Planning

  • Fraud and Forensics CPE courses

    Fraud &
    Forensics

  • Government and Non-Profit CPE courses

    Government/
    Non-Profit

  • Personal Development CPE courses

    Personal
    Development

  • Practice Management CPE courses

    Practice
    Management

  • Taxes CPE courses

    Taxes

  • Tech CPE courses

    Tech

 

Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.