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Preparing Form 5500 (4151682B)
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"Get a practical review of Form 5500 (including 5500SF and 5500EZ) and discuss related schedules, procedures and enforcement. Find out what has changed by studying updated schedules and new forms required for the current reporting year, as well as learn the latest filing requirements to ensure DOL and IRS compliance. You'll also receive step-by-step instructions to more accurately and efficiently prepare or review Form 5500 and learn how to file delinquent forms using the DOL's EFAST2 electronic

6/24/2015
When: 6/24/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Mark W. Clark, QPA, APA
Contact: April Deneault
801-834-6634


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Get a practical review of Form 5500 (including 5500SF and 5500EZ) and discuss related schedules, procedures and enforcement. Find out what has changed by studying updated schedules and new forms required for the current reporting year, as well as learn the latest filing requirements to ensure DOL and IRS compliance. You'll also receive step-by-step instructions to more accurately and efficiently prepare or review Form 5500 and learn how to file delinquent forms using the DOL's EFAST2 electronic system.



Objectives:



    Identify the issues involved in preparing Form 5500.
    Determine Form 5500 and related regulatory changes.
    Identify the latest disclosure requirements, particularly those related to reporting direct/indirect fees or compensation.
 

        
   

Major Subjects:



·       Discuss how recourse and non-recourse debt have an effect on a partner or member’s basis calculations and amount at-risk

 
           

Designed For: CPAs, attorneys, enrolled agents and other professionals who prepare Form 5500 or who want to add the preparation of Form 5500 to their practice.

Prerequisite:  Basic knowledge of qualified retirement plans.

Advanced Prep:  None

Speaker: Mark W. Clark, QPA, APA

Vendor: CalCPA

Field of Study:     Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym:  FM55

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.  Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine's CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

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