TaxSpeaker Business Pension Plans WEBINAR

January 01, 1970

12:00 AM

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$0 Members

$0 Non-Members

Speaker:

Bob Jennings CPA EA TaxSpeaker

EVENT DESCRIPTION

The course reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues.

PLEASE NOTE: Physical manuals are ONLY available to attendees of LIVE SEMINARS; webinar attendees will receive an electronic manual, no exceptions.

EVENT OBJECTIVE

Upon completion of this course you will be able to determine how to handle qualified domestic
relations order distributions and identify the five rules for withdrawals from qualified plans,as well
as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement
plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able
to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans
and determine who should benefit from SIMPLE plans. Participants will gain an understanding of
defined contribution plans, including such topics as profit sharing, money purchase, and single,
solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined
benefit plans, creditor protection, and rollovers as business startups (ROBS).

EVENT DETAILS

Company:

TaxSpeaker

Number of Hours:

3 (Recommended)

Prerequisite:

Knowledge of Tax Law Regulations

Program Level:

Update

Knowledge Level:

Intermediate

Delivery Method:

Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:

01/01/1970

Phone:

Venue:

Accommodations:

Recommended For:

CPAs (3), EAs (3), MD Tax Preparers (3)

Approved By:

NASBA, IRS, State of Maryland