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

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Basic individual income taxation rules

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 explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

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
  • New for 2020! Establishing a plan after the tax year end
  • New for 2020! Changes to Safe Harbor 401(k) plans
  • New for 2021! Pooled employer plans

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 for 2021 and beyond

Designed For

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

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