Understanding Form 5500 Update

Thursday, November 21, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

Registration is Open

Members
$159.00 Regular Price
Non-Members
$209.00 Regular Price

CPE PowerPass Users

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$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 24/3125018
Level: Intermediate
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2022 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.

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 on the 2022 returns? • Forms 5500, 5500SF and 5500EZ • Form 5500: nuances and schedules • Reporting and disclosing compliance issues • Reporting delinquent contributions • Failure to file

Major Topics:

• What's changed on the 2022 returns? • Forms 5500, 5500SF and 5500EZ • Form 5500: nuances and schedules • Reporting and disclosing compliance issues • Reporting delinquent contributions • Failure to file

Designed For:

CPAs, attorneys, enrolled agents and financial professionals

Prerequisites:

Basic knowledge of qualified retirement and/or welfare plans.