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Tuesday, August 24, 2021 Live Webcast

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (E2108122)

11:00 AM - 12:40 PM EDT

Registration: 10:30 AM EDT

webcast

Vendor Platform

2.0 CPE Credits in TX

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

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

BENEFITS

  • 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.

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

COURSE LEVEL

Intermediate

PREREQUISITES

Basic individual income taxation rules.

ADVANCE PREPARATION

None

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$99.00 - Member

$137.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 24 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent