Events Search
  Summary & Check Out (0)
Friday, January 12, 2024 Live Webcast

Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients (X1-EPS2-2024-01-WEBNR-12-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

DESIGNED FOR

All practitioners advising clients on these complex issues

BENEFITS

  • Perform checkups that help small business owners maintain compliance for their retirement plans
  • Identify key features and benefits of profit-sharing plans and 401(k)s for self-employed business owners
  • Determine which employees must be covered under qualified plans
  • Determine the steps that businesses should take to establish qualified plans
  • Help a small business choose the retirement plan that suits their profile

HIGHLIGHTS

  • Coverage of applicable provisions of SECURE Act 1.0 and SECURE Act 2.0
  • Funding a 401(k) plan after year-end
  • Benefits that help to offset plan expenses
  • How to add the Roth 401(k) feature to a 401(k) plan
  • Factors to consider when choosing between a 401(k) and a profit-sharing plan
  • Multiple plans: Limits when an individual participates in multiple plans
  • How to Determine who is eligible for an SBO-K/Solo-K Plan
  • When a profit-sharing plan is suitable for a small business
  • How to use the vesting feature to help prevent high turnover of employees
  • Employees that must be covered
  • Employees who are excludible
  • Persuasive arguments for convincing small businesses to set up a retirement plan

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

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

Related events

June 11-14, 2024Atlantic City
Featured
NJCPA Convention & Expo
April 24, 2024
Engagement and Client Retention Best Practices
April 30, 2024
Eldercare Financial Scam Protection
May 1, 2024
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
FIRST
    LAST

      Related content

      article image
      ARTICLE

      A New Fiduciary Rule: What CPA Financial Planners Need to Know

       January 12, 2024 Source: Journal of Accountancy
      article image
      ARTICLE

      Year-End Planning: Strategies and Considerations

       December 6, 2023
      blog image
      BLOG

      5 Year-End Financial Planning/Retirement Considerations: A Guide for CPAs

       October 26, 2023
      blog image
      BLOG

      Exceptional Client Experiences Start with Reviewing Financial Goals

      June 13, 2023
      Related Pages: Financial Planning Services Knowledge Hub