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Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)

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Live Webinar SELECT STARTING AT $99 (10 dates)

Credits: 2

Qualifies For: IRS CPE

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Mike Callahan, FSPA, CPC, EA, RMA®, CWS®

$99

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Self-Study SELECT STARTING AT $89 (On Demand)

On-Demand Webcast

Credits: 2

Qualifies For: CPE

$89
Great 2 hour seminar but could have also been a 4 hour seminar too. Great info. presented very well.
Rhonda

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Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)

  • Customer Rating
    (11)
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

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.

Major Topics:

  • 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

Learning 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

Designed for:

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

Prerequisite:

Basic individual income taxation rules

Advanced Preparation:

None

Interested in bringing this course into your firm?

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