After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webinar

May 8
10:00 - 12:00 p.m.

Online

2-Tax
CPE Credits

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.
Highlights

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
New for 2020! Establishing a plan after the tax year end!
New for 2020! Changes to Safe Harbor 401(k) plans
New for 2021! Pooled Employer Plans!

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. CCSM-2020-01-WEBNR-129-01

Level: Intermediate

Prerequisites: Basic individual income taxation rules

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Tucker

Surgent McCoy CPE LLC

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