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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.
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9/3/2015
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When:
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09/03/2015
8:00 AM - 10:00 AM
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Where:
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Webcast/Webinar
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Presenter:
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Edward K. Zollars, CPA
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Contact:
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April Deneault
801-834-6634
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« Go to Upcoming Event List
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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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