Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study)

Code: JSODCCSM

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 2.0
Field(s)
of study
Taxes - Technical (2.0)
Fees
Standard member fee $49.00
checkmarkStandard nonmember fee $49.00

Members: Please log in to receive member fee.

Description

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 is designed to help tax practitioners answer this often-asked question intelligently as it explains how the various pension plans that are currently available work and analyzes why a small or medium-sized business owner would choose one plan rather than another.

Who should take this program?

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

Major subjects

  • 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
  • Tax filing requirements

Learning objective(s)

  • 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

Notes:

Course code Code JSODCCSM
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (On-Demand)
Prerequisites Prereq. Basic individual income taxation rules
Advance
prep
None