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Retirement Tax Deferral Strategies (4091433B)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

How do you know when a retirement plan is working for a small business? Given the recent upheaval in the financial markets, do the businesses you advise have retirement plans that are a "best fit?" Explore qualified and nonqualified plans, the advantages and disadvantages of each, and understand when and how to use each type of plan. Your course experience will take you from start to finish, from how to set up a plan, reporting guidelines, funding and other considerations related to operating a pension plan.



Date:Monday, November 02, 2009
Time:8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:Embassy Suites San Luis Obispo, San Luis Obispo
Area:San Luis Obispo CE
CPE Credit:6.5 MCLE (Min Cont Legal Educ)
6.5 Taxation Law
8.0 CFP-Retirement Planning
8.0 CPE (Continuing Professional Education)
8.0 CTEC Federal Hours
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Intermediate
Fee:$315 CalCPA Members, $415 Nonmembers
Coupon Fee:$0
VP Fee:$0

Objectives:
  • Understand the benefits of each type of qualified and nonqualified plan.
  • Learn how to assist in setting up and managing plans.
  • Understand the do's and don'ts of operating deferred compensation plans.
  • Learn what is required to terminate a plan.


  • Major Topics:
  • Defined benefit plans for small employers
  • Defined contribution plans including contribution limites, deduction limits and catch-up contributions
  • Top heavy plans and related special rules
  • Participation and coverage requirements
  • Evaluation of SEPs and SIMPLEs
  • Setting up and using a Solo 401(k)
  • New developments for using 401(k)s
  • Key planning considerations related to participation and coverage requirements and related safe harbor provisions
  • Reporting requirements related to qualified plans and Form 5500
  • How IRC Sec. 409A will affect your clients who have nonqualified deferred compensation plans


  • Designed for:

    CPAs, attorneys and corporate financial professionals who work with businesses that are setting up and managing qualified and nonqualified plans.



    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:

    To ensure that CFP credit is properly recorded with the CFP Board of Standards, please update your personal profile and provide your CFP number.


     
     
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