Employee Benefit Plans Common Retirement Plan Errors
Available Until
Self-study
1.00 Credits
Member Price $49.00
Non-Member Price $59.00
Overview
Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting, and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse, and the process of amending previously filed joint returns — with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA’s Tax Issues in Divorce Mini-Conference.
Highlights
- Common Compliance Errors in Retirement Plans
- Correction Options Under IRS and DOL Rules
- Impact of SECURE and SECURE 2.0 Legislation
Prerequisites
Basic knowledge of accounting and auditing and experience with employee benefit plan audits.
Objectives
- Understand the top compliance errors impacting retirement benefit plans.
- Discover the available correction options under IRS or DOL rules.
- Gain knowledge about the potential impact of recent legislation, including SECURE and SECURE 2.0.
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 Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.
Non-Member Price $59.00
Member Price $49.00