Webcast: Understanding Form 5500 (XCUF5518)
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Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2017 changes, and what's on the horizon for the upcoming 5500 redesign. Learn about what's changed on 2017 forms and schedules, as well as well as the latest filing requirements to ensure DOL and IRS compliance.

6/8/2018
When: 06/08/2018
10:30 AM until 2:00 PM
Where: Webcast
CALCPA
4183488A
Louisiana
United States
Presenter: Mark W. Clark, QPA, APA


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Acronym XCUF5518
CPE 4 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Intermediate
Prerequisite

Basic knowledge of qualified retirement and/or welfare plans.

Adv Prep

None

Yellow Book?
Registration Fees
Members* $120
CPA Non-Members $188

*The member rate applies to LCPA members, other state CPA 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, enforcement activity, 2017 changes, and what's on the horizon for the upcoming 5500 redesign.

Learn about what's changed on 2017 forms and schedules, as well as the latest filing requirements to ensure DOL and IRS compliance. Topics will also touch on delinquent filing procedures using voluntary compliance programs.

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?
  • What's the latest on the proposed 5500 redsign?
  • Forms 5500, 5500SF and 5500EZ
  • Form 5500: nuances and schedules
  • Reporting and disclosing compliance issues
  • Reporting delinquent contributions
  • Failure to file

 

Note: Login instructions will be provided by the webcast vendor (CalCPA).