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Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Available Until Sunday, April 30

Self-study

2.00 Credits

Member Price $89.00

Non-Member Price $119.00

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.

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

Prerequisites

Basic individual income taxation rules

Designed For

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

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 2021 and beyond

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education. The course expires one year from the purchase date. Format = on demand webcast to view with the course materials.

Non-Member Price $119.00

Member Price $89.00