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Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
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A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.

10/28/2015
When: 10/28/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Denise Appleby, APA, CISP, CRPS, CRC
Contact: April Deneault
801-834-6634

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A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.

Objectives:

* Describe the advantages and disadvantages of the solo 401(k) plan option * Learn how to set up and administer the solo 401(k) plan

Major Subjects: 

* What is a solo 401(k) plan? * Which businesses are eligible for a Solo-K plan? * Setting up a 401(k) plan * Why a small business owner should use the solo 401(k) retirement plan  * Advantages and disadvantages of the solo 401(k) option * Selecting a plan trustee * Contribution limits * Form 5500 filing requirement * Options to consider when a business is no longer eligible for a Solo-K plan

 

Designed For:

Any tax practitioner wishing to know more about the solo 401(k) plan and its application to small business owners; and any tax practitioner advising clients with respect to the potential adoption of a solo 401(k) plan

Prerequisite: Basic familiarity with tax rules relating to individual taxation

Advanced Prep: None

 

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Denise Appleby, APA, CISP, CRPS, CRC

Vendor: Surgent McCoy

Field of Study: Taxes (2)

Level: Intermediate

CPE Credit: 2 Hours

Acronym: S401

 

Registration Fees: $89

  

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