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Tax Speaker Business Pension Plans - Webinar
Wednesday, May 29, 2024, 9:00 AM - 12:00 PM PDT
Category: Events
Tax Speaker Business Pension Plans Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker Wednesday, May 29, 2024 - Live Streamed Webinar
Event schedule:
Speaker: TaxSpeaker Presenters
Location: Live Streamed Webinar
CPE Credits: 3 IRS Approved Tax Hours Description: 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).
All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.
You will be challenged and intrigued by this popular TaxSpeaker course.
Attendee Requirements: Earn Live CPE credit.
Live Streamed attendees: You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
Course Objectives:
* We explain 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 should 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 should 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).
Prerequisites: 0 years tax preparation experience. Course Level: Intermediate
Registration fee: WAATP members : $165 Non-members : $165
Registration will be posted shortly
Disclaimer: Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits. Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS
ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
Updated April 25, 2024
Contact: WAATP Office - [email protected] - 509-993-2307 |
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