Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

22WS-0176: Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, May 24, 2022
9:00am - 11:00am Central Time
2 CPE (2 technical)

Alternate dates & more options

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.

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
  • Establishing a plan after the tax year end
  • Changes to safe harbor 401(k) plans
  • Pooled employer plans

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 for 2022 and beyond

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00

More program information

Instructor Michael Tucker, PhD, LLM, JD, CPA
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Basic individual income taxation rules
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.