Events Search
  Summary & Check Out (0)
Wednesday, April 2, 2025 Live Webcast

Features and Benefits of SEP IRAs and SIMPLE IRAs (X1-BSS2-2025-01-WEBNR-92-01)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

DESIGNED FOR

All practitioners advising clients on these complex issues

BENEFITS

  • Help small business owners understand why they need to adopt retirement plans for themselves and their employees
  • Identify key features and benefits of SEP IRAs and SIMPLE IRAs
  • Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
  • Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs
  • Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs

HIGHLIGHTS

  • Applicable provisions of SECURE Act 2.0
  • Key features for choosing a retirement plan for a small business
  • Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business
  • Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA
  • How SEP and SIMPLE IRAs benefit the small business owner
  • How SEP and SIMPLE IRAs benefit employees of small businesses
  • The tax benefits that help to offset the cost of employer contributions
  • How to determine which business is eligible to adopt a SIMPLE IRA
  • How to determine which employees must be covered

ADVANCE PREPARATION

None

INSTRUCTOR

Denise Appleby

Denise Appleby, APA, CISP, CRPS, CRC

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 17 years of experience in the retirement plans field, and has co-authored several books and written over 500 articles on retirement rules and regulations. Denise is also CEO of www.retirementdictionary.com , a free consumer website about retirement accounts rules and regulations. For more about Denise, visit her website at www.DeniseAppleby.com.

PRICING

$89.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

Related events

April 30, 2025
Featured
Tariffs, Taxes and the New IRS: Practical Planning in a Shifting Landscape
June 3-6, 2025Atlantic City
Featured
NJCPA Convention & Expo
April 21, 2025
2024 Tax Season Update for Individuals with Steve Dilley
April 21, 2025
Payroll Essentials: The Payroll Cycle of Life
FIRST
    LAST

      Related content

      news image
      NEWS

      More Than 20,000 IRS Employees Offer to Resign

       April 15, 2025 Source: New York Times
      legislative-alert image
      LEGISLATIVE ALERT

      Senate Approves Budget Framework that Includes Tax Cuts

       April 5, 2025 Source: AP
      news image
      NEWS

      AICPA Applauds Passage of Bipartisan Bills to Improve Tax Administration and Offer Relief to Taxpayers, Practitioners

       April 1, 2025 Source: AICPA
      article image
      ARTICLE

      What Happens Next with the TCJA? Tax Professionals Are Concerned

       March 24, 2025 Source: Journal of Accountancy
      Related Pages: Federal & International Tax Knowledge Hub | NJCPA Tax Events