Courses

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses - On-Demand Webcast

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Member Price: $89.00 Non-Member Price: $119.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 2.00
Fields of Study:: Taxes
Level:: Intermediate

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.

Objective

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 for 2023 and beyond, based on changes made in the SECURE Act 2.0

Highlights

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

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