Webcast: Preparing Form 5500 (XCFM5517)
Register Tell a Friend About This EventTell a Friend
 

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, procedures and enforcement. Find out what has changed by studying updated schedules and new forms required for the current reporting year as well as learn the latest filing requirements to ensure DOL and IRS compliance. Also, receive step-by-step instructions to more accurately and efficiently prepare or review Form 5500 and learn how to file delinquent forms using the DOL's EFAST2 electronic system.

 Export to Your Calendar 9/26/2017
When: 09/26/2017
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4171682C
United States
Presenter: Mark W. Clark, QPA, APA


Online registration is available until: 9/24/2017
« Go to Upcoming Event List  

Acronym XCFM5517
CPE 8 hours
Vendor CalCPA
Category
SK
Level Intermediate
Prerequisite Basic knowlege of qualified retirement and/or welfare plans.
Adv Prep None
Yellow Book? No
Designed for CPAs, attorneys, enrolled agents and other professionals who prepare Form 5500 or who want to add the preparation of Form 5500 to their practice. Anyone who reviews or signs Form 5500 who wants a better understanding of the forms use and its requirements.
Registration
Member $245
CPA Non-Member $375

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

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, procedures and enforcement. Find out what has changed by studying updated schedules and new forms required for the current reporting year as well as learn the latest filing requirements to ensure DOL and IRS compliance. Also, receive step-by-step instructions to more accurately and efficiently prepare or review Form 5500 and learn how to file delinquent forms using the DOL's EFAST2 electronic system.

Materials are provided as an ebook.

Objectives

  • Identify the issues involved in preparing the Form 5500 series.
  • Outline Form 5500 and related regulatory changes.
  • Identify the latest disclosure requirements.

Major Topics

  • What's changed since last year's returns?
  • Electronic filing rules
  • Forms 5500, 5500SF and 5500EZ
  • Form 5500: nuances and schedules
  • Reporting and disclosing compliance issues
  • Reporting delinquent contributions
  • Failure to file