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Retirement Plans in the Closely Held Business - A Tax Planning Perspective (3735)
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Qualified retirement plans, SEPs and SIMPLEs are devices that can be especially helpful to the closely held business owner. This session will look at the unique issues that impact such plans when viewed from the perspective of the small business owner. The course will increase the adviser’s ability to help the client determine if such a plan will help the owner achieve his/her goals, as well as assist the client in making intelligent decisions with regard to plan design issues.

7/23/2015
When: 07/23/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Edward K. Zollars, CPA
Contact: April Deneault
801-834-6634

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Qualified retirement plans, SEPs and SIMPLEs are devices that can be especially helpful to the closely held business owner. This session will look at the unique issues that impact such plans when viewed from the perspective of the small business owner. The course will increase the adviser’s ability to help the client determine if such a plan will help the owner achieve his/her goals, as well as assist the client in making intelligent decisions with regard to plan design issues.

Objectives:

The types of retirement plans Understanding the basics of “fancy” defined contribution plans Safe harbor §401(k) plans How to assist client in making intelligent decisions with regard to plan design issues

 

Major Subjects:

The types of retirement plans and which situations are appropriate for each one Understanding the basics of “fancy” defined contribution plans (new comparability, age-weighted, etc.) Safe harbor §401(k) plans—when are they appropriate Filing requirements for qualified retirement plans Plan designs decisions, including trade-offs involved in designing a plan for employee retention vs. a plan for owner financial planning
 

 

Designed For:

All Caps

Prerequisite: 

None

Advanced Prep:

None

  

Speaker: Edward K. Zollars, CPA

Vendor: Nichols Patrick CPE

Field of Study: Taxation

Level: Intermediate

CPE Credit:      2 Hours

Acronym: ED051W

 

Registration Fees:

$ 79

  

Register here


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