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Surgent’s After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0388/21)

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Surgent’s After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0388/21)

Member Price $89
Non-Member Price $119
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December 6, 2021 @ 1:00 pm - 3:00 pm

Event 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.

Designed For

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

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

Major Subjects

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!

Prerequisites

Basic individual income taxation rules

Instructions

None

Details

Date:
December 6, 2021
Time:
1:00 pm - 3:00 pm

Other

Credit Hours
2
Max Registrations
0
Course Level
I
Course Type
Webinar