Webcast: Comparing and Contrasting Retirement Plans for Small & Medium-Sized Businesses (XSCCSM17)
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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 is designed to help tax practitioners answer this often-asked question intelligently as it explains how the various pension plans that are currently available work and analyzes why a small or medium-sized business owner would choose one plan rather than another.

8/18/2017
When: 08/18/2017
12:00 PM until 2:00 PM
Where: Webcast
SURGENT
CCSM-2017-01-WEBNR-230-43
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA


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Acronym XSCCSM17
CPE 2 hours
Vendor Surgent
Category
Taxation
Level Intermediate
Prerequisite Basic individual income taxation rules
Adv Prep None
Yellow Book? No
Designed for Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business
Registration
Member $89
CPA Non-Member $114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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 is designed to help tax practitioners answer this often-asked question intelligently as it explains how the various pension plans that are currently available work and analyzes why a small or medium-sized business owner would choose one plan rather than another.

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

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
  • Tax filing requirements