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Friday, October 30, 2020 Webcast

After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (X1-CCSM-2020-01-WEBNR-304-01)

1:00 PM - 3:00 PM EDT
webcast

Webcast

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.

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

HIGHLIGHTS

  • Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes
  • 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
  • Tax filing 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

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$79.00 - Member

$89.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent