Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Available Anytime
Location:
Online
2Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$119.00 Regular Price
Product Code: SU24-CCSM-SSWC
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes
Overview:
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.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 2023 and beyond, based on changes made in the SECURE Act 2.0
Major Topics:
- 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 businessPrerequisite:
Basic individual income taxation rulesAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.