Surgent's After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

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 explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Date/Time

Wednesday, July 7, 2021
Registration Time: 9:00am
9:00am – 11:00am

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Taxation

Level of Knowledge

Intermediate

Designed For

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

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Basic individual income taxation rules

Advanced Preparation

None

Highlights

  • Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes
  • 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
  • Establishing a plan after the tax year end!
  • Changes to Safe Harbor 401(k) plans
  • Pooled Employer Plans!

Objectives

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners in light of SECURE Act changes in pension plan rules
  • Help clients evaluate pension plan options and select the best pension-planning option for them for 2021 and beyond

Location

N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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