Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study)
Valid for one year from purchase date
Taxes - Technical (2.0)
Standard member fee
Standard nonmember fee
to receive member fee.
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
Factors business owners should take into account when choosing a retirement plan
Simplified Employee Pension Plans
Defined benefit plans
Ensuring eligible employees are covered
Employees' impact on choice of plan
Ongoing compliance requirements
Tax filing requirements
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
NASBA ID#: 103212
Basic individual income taxation rules